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| Provider | Service type | Compensation |
|---|---|---|
GEMGROUP2+ years Service code 13 · EIN 25-1139840 | Contract Administrator | $242,926 |
ASB CAPITAL MANAGEMENT2+ years Filed as: ASB CAPITAL Service code 51 · EIN 80-0618452 | Investment Mgmt Fees | $133,496 |
SEGALL BRYANT & HAMILL2+ years Filed as: SEGALL INVESTMENT Service code 51 · EIN 41-1788385 | Investment Mgmt Fees | $110,175 |
INDEPENDENT FINANCIAL PARTNERS2+ years Filed as: CHARTWELL INV PARTNERS Service code 51 · EIN 23-2891243 | Investment Mgmt Fees | $38,114 |
O'DONOGHUE & O'DONOGHUE2+ years Service code 29 · EIN 53-0120528 | Legal | $33,378 |
COLUMBIA PARTNERS2+ years Service code 51 · EIN 52-1940739 | Investment Mgmt Fees | $30,681 |
INVESTMENT PERFORMANCE SERVICES2+ years Filed as: INVESTMENT PERFORMANCE SERVICE Service code 27 · EIN 36-3555078 | Advisory (Plan) | $25,000 |
SALTER & COMPANY, LLC2+ years Service code 10 · EIN 20-8078757 | Accounting | $19,106 |
JPMORGAN INVEST HOLDINGS LLC2+ years Filed as: CHEVY CHASE TRUST Service code 19 · EIN 52-2037618 | Securities Custodian | $15,715 |
MID-ATLANTIC REG COUN CARP2+ years Service code 15 · EIN 52-2336150 | Recordkeeping | $6,995 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $7,398 | $50,626-85.4% | $84,753-91.3% | $65,292-88.7% |
| Participation rate | 100.0% | 89.2%+10.8pp | 76.6%+23.4pp | 72.4%+27.6pp |
| Annual return | 5.26% | 5.34%-0.1pp | 22.78%-17.5pp | 11.84%-6.6pp |
| Employer contribution / active EE | $832 | $3,033-72.6% | $3,574-76.7% | $2,302-63.9% |
| Participant deferral / active EE | $0 | $3,109-100.0% | $3,712-100.0% | $3,579-100.0% |
| Admin fee / account holder | $54 | $97-43.7% | $5,333-99.0% | $57-5.1% |