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| Provider | Service type | Compensation |
|---|---|---|
MANNING & NAPIER6 years Filed as: MANNING AND NAPIER Service code 51 · EIN 16-0995736 655 METRO PLACE SOUTH · DUBLIN, OH 43017 | Investment Mgmt Fees | $58,842 |
NEW TOWER5 years Service code 50 · EIN 55-6218800 3 BETHESDA METRO CTR 1600 · BETHESDA, NC 20814 | Direct Payment | $45,345 |
JPMORGAN INVEST HOLDINGS LLC6 years Filed as: CHEVY CHASE - ASB CAPITAL Service code 50 · EIN 55-0908702 7501 WISCONSIN AVENUE · BETHESDA, MD 20814 | Direct Payment | $40,780 |
AMERICAN REALTY ADVISORS8+ years Filed as: AMERICAN BENEFIT CORPORATION Service code 13 · EIN 55-0672859 500 VIRGINIA STREET EAST SUITE 525 · CHARLESTON, WV 25301 | Contract Administrator | $36,168 |
C.S. MCKEE, L.P.8+ years Filed as: CS MCKEE Service code 50 · EIN 25-1900687 ONE GATEWAY · PITTSBURGH, PA 15222 | Direct Payment | $34,261 |
Filed as: GSA BOYD WATTERSON Service code 50 · EIN 34-1922005 1301 E 9TH ST, STE 2900 · CLEVELAND, OH 44114 | Direct Payment | $21,330 |
INDEPENDENT FINANCIAL PARTNERS8+ years Filed as: CHARTWELL INVESTMENT PARTNERS Service code 50 · EIN 36-4776242 1235 WESTLAKES DRIVE · BERWYN, PA 19312 | Direct Payment | $20,667 |
STANDARD VALUATIONS8+ years Service code 27 · EIN 41-1327339 790 CLEVELAND AVENUE, SUITE 220 · ST. PAUL, MN 55116 | Advisory (Plan) | $20,500 |
Service code 11 124 WEST CAPITOL AVENUE, SUITE 1690 · LITTLE ROCK, AR 72201 | Actuarial | $16,250 |
GRAY, GRAY & GRAY8+ years Filed as: GRAY, GRIFFITH & MAYS AC Service code 10 · EIN 55-0621482 707 VIRGINIA STREET, EAST, SUTIE 40 · CHARLESTON, WV 253012711 | Accounting | $15,700 |
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Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $4,369,090-100.0% | $473,625-100.0% | $3,299,877-100.0% |
| Participation rate | 0.0% | 4.8%-4.8pp | 37.3%-37.3pp | 2.3%-2.3pp |
| Annual return | 0.50% | 7.15%-6.6pp | 20.18%-19.7pp | 37.74%-37.2pp |
| Employer contribution / active EE | $13,506 | $13,270+1.8% | $29,108-53.6% | $15,788-14.5% |
| Participant deferral / active EE | $0 | $732-100.0% | $6-100.0% | $732-100.0% |
| Admin fee / account holder | $0 | $12,034-100.0% | $2,262-100.0% | $9,287-100.0% |