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| Provider | Service type | Compensation |
|---|---|---|
Filed as: ZENITH Service code 13 · EIN 25-1139840 | Contract Administrator | $243,866 |
ASB CAPITAL MANAGEMENT3+ years Filed as: ASB CAPITAL Service code 51 · EIN 80-0618452 | Investment Mgmt Fees | $186,099 |
SEGALL BRYANT & HAMILL3+ years Filed as: SEGALL INVESTMENT Service code 51 · EIN 41-1788385 | Investment Mgmt Fees | $109,056 |
INDEPENDENT FINANCIAL PARTNERS3+ years Filed as: CHARTWELL INV PARTNERS Service code 51 · EIN 23-2891243 | Investment Mgmt Fees | $37,386 |
O'DONOGHUE & O'DONOGHUE3+ years Service code 29 · EIN 53-0120528 | Legal | $32,096 |
COLUMBIA PARTNERS3+ years Service code 51 · EIN 52-1940739 | Investment Mgmt Fees | $27,168 |
INVESTMENT PERFORMANCE SERVICES3+ years Filed as: INVESTMENT PERFORMANCE SERVICE Service code 27 · EIN 36-3555078 | Advisory (Plan) | $25,000 |
SALTER & COMPANY, LLC3+ years Service code 10 · EIN 20-8078757 | Accounting | $18,349 |
JPMORGAN INVEST HOLDINGS LLC3+ years Filed as: CHEVY CHASE TRUST Service code 19 · EIN 52-2037618 | Securities Custodian | $14,227 |
Filed as: NORTHEAST REG COUN CARP Service code 15 · EIN 22-3848173 | Recordkeeping | $7,729 |
Annual investment return 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 | $8,077 | $59,184-86.4% | $92,239-91.2% | $177,276-95.4% |
| Participation rate | 100.0% | 85.6%+14.4pp | 76.5%+23.5pp | 74.8%+25.2pp |
| Annual return | 8.92% | 15.88%-7.0pp | 176.29%-167.4pp | 21.25%-12.3pp |
| Employer contribution / active EE | $922 | $2,985-69.1% | $3,680-75.0% | $2,479-62.8% |
| Participant deferral / active EE | $0 | $2,859-100.0% | $3,897-100.0% | $3,881-100.0% |
| Admin fee / account holder | $59 | $98-40.5% | $5,194-98.9% | $154-62.0% |