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| Provider | Service type | Compensation |
|---|---|---|
Filed as: CHEVY CHASE TRUST Service code 50 · EIN 50-0908702 7501 WISCONSIN AVENUE · BETHESDA, MD 20814 | Direct Payment | $43,975 |
Filed as: CHEVY CHASE - ASB CAPITAL Service code 50 · EIN 55-0908702 7501 WISCONSIN AVENUE · BETHESDA, MD 20814 | Direct Payment | $36,556 |
AMERICAN REALTY ADVISORS3+ years Filed as: AMERICAN BENEFIT CORPORATION Service code 13 · EIN 55-0672859 500 VIRGINIA STREET EAST SUITE 525 · CHARLESTON, WV 25301 | Contract Administrator | $35,017 |
C.S. MCKEE, L.P.3+ years Filed as: CS MCKEE Service code 50 · EIN 25-1900687 ONE GATEWAY · PITTSBURGH, PA 15222 | Direct Payment | $30,922 |
INDEPENDENT FINANCIAL PARTNERS3+ years Filed as: CHARTWELL INVESTMENT PARTNERS Service code 50 · EIN 36-4776242 1235 WESTLAKES DRIVE · BERWYN, PA 19312 | Direct Payment | $23,841 |
GRAY, GRAY & GRAY3+ years Filed as: GRAY, GRIFFITH & MAYS AC Service code 10 · EIN 55-0621482 707 VIRGINIA STREET, EAST, SUTIE 40 · CHARLESTON, WV 253012711 | Accounting | $19,155 |
MANNING & NAPIER1 year Filed as: MANNING AND NAPIER Service code 51 · EIN 16-0995736 655 METRO PLACE SOUTH · DUBLIN, OH 43017 | Investment Mgmt Fees | $17,000 |
HALLETT ASSOCIATES, INC.3+ years Filed as: HALLETT ASSOCIATES Service code 11 · EIN 25-1592340 2591 WEXFORD-BAYNE ROAD, SUITE 402 · SWEICKLEY, PA 15143 | Actuarial | $15,870 |
JOHN F. DASCOLI, PLLC3+ years Service code 29 · EIN 20-5780253 2442 KANAWHA BLVD EAST · CHARLESTON, WV 25311 | Legal | $7,323 |
STANDARD VALUATIONS3+ years Service code 27 · EIN 41-1327339 790 CLEVELAND AVENUE, SUITE 220 · ST. PAUL, MN 55116 | Advisory (Plan) | $6,346 |
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Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $125,296-100.0% | $379,314-100.0% | $18,026,966-100.0% |
| Participation rate | 0.0% | 4.5%-4.5pp | 17.4%-17.4pp | 1.8%-1.8pp |
| Annual return | 8.18% | -1.12%+9.3pp | -2.18%+10.4pp | 0.19%+8.0pp |
| Employer contribution / active EE | $13,068 | $12,052+8.4% | $38,751-66.3% | $13,763-5.1% |
| Participant deferral / active EE | $0 | $86-100.0% | $151-100.0% | $804-100.0% |
| Admin fee / account holder | $0 | $0 | $4,180-100.0% | $426-100.0% |