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| Provider | Service type | Compensation |
|---|---|---|
CAPFINANCIAL PARTNERS LLC2 years Filed as: CAPFINANCIAL PARTNERS, LLC Service code 27 · EIN 26-0058143 | Advisory (Plan) | $195,456 |
ALAN EICHENBAUM9 years Service code 29 · EIN 26-6065243 | Legal | $180,000 |
SOUTHWEST SERVICE ADMINISTRATORS10+ years Service code 14 · EIN 86-0785790 | Plan Administrator | $143,438 |
BELLOWS ASSOCIATES, P.A.10+ years Service code 10 · EIN 65-0804414 | Accounting | $81,767 |
BOYD WATTERSON ASSET MANAGEMENT10+ years Service code 28 · EIN 34-1922005 | Investment Management | $77,428 |
GOLDMAN SACHS10+ years Filed as: SEIZERT CAPITAL PARTNERS Service code 28 · EIN 38-3553488 | Investment Management | $40,227 |
PNC BANK, N.A.10+ years Filed as: PNC Service code 19 · EIN 25-1211909 | Securities Custodian | $32,136 |
GREAT LAKES ADVISORS, LLC10+ years Filed as: GREAT LAKES ADVISORS Service code 28 · EIN 80-0292839 | Investment Management | $30,304 |
THE SEGAL COMPANY10+ years Service code 11 · EIN 13-2619259 | Actuarial | $30,186 |
JPMORGAN INVEST HOLDINGS LLC10+ years Filed as: CHEVY CHASE TRUST COMPANY Service code 28 · EIN 52-2037618 | Investment Management | $27,051 |
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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 | $0 | $201,416-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 32.7%-32.7pp | 0.0%0pp |
| Annual return | 12.55% | 11.08%+1.5pp | 8.10%+4.5pp | 8.76%+3.8pp |
| Employer contribution / active EE | $10,325 | $13,910-25.8% | $28,649-64.0% | $16,650-38.0% |
| Participant deferral / active EE | $0 | $6,458-100.0% | $10-100.0% | $948-100.0% |
| Admin fee / account holder | $0 | $0 | $60,136-100.0% | - |