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| Provider | Service type | Compensation |
|---|---|---|
ALAN EICHENBAUM2 years Service code 29 · EIN 26-6065243 | Legal | $180,000 |
SOUTHWEST SERVICE ADMINISTRATORS3+ years Service code 14 · EIN 86-0785790 | Plan Administrator | $145,317 |
BELLOWS ASSOCIATES, P.A.3+ years Service code 10 · EIN 65-0804414 | Accounting | $121,896 |
BOYD WATTERSON ASSET MANAGEMENT3+ years Service code 28 · EIN 34-1922005 | Investment Management | $87,814 |
DAVID KARCHER2 years Service code 30 · EIN 59-6230530 | Direct payment from the plan; Employe... | $85,869 |
CAPFINANCIAL PARTNERS LLC3+ years Filed as: CAPTRUST ADVISORS, LLC Service code 27 · EIN 45-0479693 | Advisory (Plan) | $83,834 |
THE SEGAL COMPANY3+ years Service code 11 · EIN 13-2619259 | Actuarial | $74,889 |
POTOMAC ASSET MANAGEMENT1 year Filed as: POTOMAC ASSET MANAGEMENT CO, INC Service code 27 · EIN 52-1224946 | Advisory (Plan) | $50,000 |
BAHL & GAYNOR3+ years Filed as: BAHL & GAYNOR INVESTMENT COUNSEL Service code 28 · EIN 31-1297139 | Investment Management | $49,373 |
JPMORGAN INVEST HOLDINGS LLC3+ years Filed as: CHEVY CHASE TRUST COMPANY Service code 28 · EIN 52-2037618 | Investment Management | $41,513 |
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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 | $1,723,788-100.0% | $411,917-100.0% | $1,723,788-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 16.2%-16.2pp | 1.9%-1.9pp |
| Annual return | 12.69% | 13.03%-0.3pp | 10.36%+2.3pp | 23.90%-11.2pp |
| Employer contribution / active EE | $8,211 | $15,779-48.0% | $37,738-78.2% | $16,539-50.4% |
| Participant deferral / active EE | $0 | $72-100.0% | $137-100.0% | $350-100.0% |
| Admin fee / account holder | $0 | $18,975-100.0% | $15,661-100.0% | $18,975-100.0% |