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| Provider | Service type | Compensation |
|---|---|---|
ALAN EICHENBAUM1 year Service code 29 · EIN 26-6065243 | Legal | $180,000 |
SOUTHWEST SERVICE ADMINISTRATORS2+ years Service code 14 · EIN 86-0785790 | Plan Administrator | $142,027 |
BELLOWS ASSOCIATES, P.A.2+ years Service code 10 · EIN 65-0804414 | Accounting | $104,857 |
DAVID KARCHER1 year Service code 30 · EIN 59-6230530 | Employee (plan); Direct payment from ... | $83,082 |
CAPFINANCIAL PARTNERS LLC2+ years Filed as: CAPTRUST ADVISORS, LLC Service code 27 · EIN 45-0479693 | Advisory (Plan) | $80,293 |
BOYD WATTERSON ASSET MANAGEMENT2+ years Service code 28 · EIN 34-1922005 | Investment Management | $74,270 |
THE SEGAL COMPANY2+ years Service code 11 · EIN 13-2619259 | Actuarial | $50,641 |
JPMORGAN INVEST HOLDINGS LLC2+ years Filed as: CHEVY CHASE TRUST COMPANY Service code 28 · EIN 52-2037618 | Investment Management | $39,627 |
POTOMAC ASSET MANAGEMENT2+ years Filed as: POTOMAC ASSET MANAGEMENT CO, INC. Service code 27 · EIN 52-1224946 | Advisory (Plan) | $37,500 |
UNITED MEMBERS INSURANCE2+ years Filed as: UNITED MEMBERS INSURANCE, INC. Service code 22 · EIN 59-3005151 | Insurance Broker | $21,565 |
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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 | $35,636-100.0% | $374,107-100.0% | $35,636-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 22.0%-22.0pp | 1.8%-1.8pp |
| Annual return | 4.87% | 5.13%-0.3pp | 4.74%+0.1pp | 7.18%-2.3pp |
| Employer contribution / active EE | $6,036 | $14,689-58.9% | $36,089-83.3% | $13,095-53.9% |
| Participant deferral / active EE | $0 | $59-100.0% | $59-100.0% | $385-100.0% |
| Admin fee / account holder | $0 | $362-100.0% | $10,677-100.0% | $362-100.0% |