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| Provider | Service type | Compensation |
|---|---|---|
ALAN EICHENBAUM1+ years Filed as: ALAN EICHENBAUM, ESQUIRE Service code 29 · EIN 26-6065243 | Legal | $180,000 |
SOUTHWEST SERVICE ADMINISTRATORS1+ years Service code 14 · EIN 86-0785790 | Plan Administrator | $144,618 |
BOYD WATTERSON ASSET MANAGEMENT1+ years Service code 28 · EIN 34-1922005 | Investment Management | $99,915 |
BELLOWS ASSOCIATES, P.A.1+ years Service code 10 · EIN 65-0804414 | Accounting | $97,635 |
CAPFINANCIAL PARTNERS LLC1+ years Filed as: CAPTRUST ADVISORS, LLC Service code 27 · EIN 45-0479693 | Advisory (Plan) | $81,783 |
THE SEGAL COMPANY1+ years Service code 11 · EIN 13-2619259 | Actuarial | $72,246 |
POTOMAC ASSET MANAGEMENT1+ years Filed as: POTOMAC ASSET MANAGEMENT CO, INC. Service code 27 · EIN 52-1224946 | Advisory (Plan) | $50,000 |
BAHL & GAYNOR1+ years Filed as: BAHL & GAYNOR INVESTMENT COUNSEL Service code 28 · EIN 31-1297139 | Investment Management | $43,501 |
JPMORGAN INVEST HOLDINGS LLC1+ years Filed as: CHEVY CHASE TRUST COMPANY Service code 28 · EIN 52-2037618 | Investment Management | $34,835 |
UNITED MEMBERS INSURANCE1+ years Filed as: UNITED MEMBERS INSURANCE, INC. Service code 22 · EIN 59-3005151 | Insurance Broker | $23,051 |
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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $82,591-100.0% | $846,462-100.0% | $82,591-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 23.1%-23.1pp | 0.8%-0.8pp |
| Annual return | -0.63% | 0.06%-0.7pp | -0.81%+0.2pp | -0.60%0pp |
| Employer contribution / active EE | $5,827 | $14,206-59.0% | $38,425-84.8% | $12,272-52.5% |
| Participant deferral / active EE | $0 | $1-100.0% | $315-100.0% | $416-100.0% |
| Admin fee / account holder | $0 | $717-100.0% | $15,697-100.0% | $717-100.0% |