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| Provider | Service type | Compensation |
|---|---|---|
JPMORGAN INVEST HOLDINGS LLC1+ years Filed as: CHEVY CHASE TRUST COMPANY Service code 28 · EIN 52-2037618 | Investment Management | $79,405 |
VONTOBEL USA INC1+ years Filed as: VONTOBEL ASSET MANAGEMENT, INC. Service code 28 · EIN 13-3223264 | Investment Management | $76,625 |
Service code 27 · EIN 26-0516431 | Advisory (Plan) | $71,952 |
HORIZON ACTUARIAL SERVICES, LLC1+ years Service code 11 · EIN 53-0181291 | Actuarial | $67,595 |
WALTHALL, LLP1+ years Service code 10 · EIN 34-0644631 | Accounting | $37,625 |
LAUREL NIELSEN1+ years Service code 15 · EIN 62-1523623 | Recordkeeping | $34,228 |
GLORIA KASSAY1+ years Service code 15 · EIN 62-1523623 | Recordkeeping | $24,666 |
FIRSTMERIT BANK1+ years Service code 21 · EIN 23-3060382 | Bank Trustee | $20,896 |
Filed as: FIFTH THIRD BANK Service code 28 · EIN 31-0676865 | Investment Management | $15,272 |
PACIFIC INCOME ADVISORS1+ years Service code 27 · EIN 95-4067974 | Advisory (Plan) | $14,193 |
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Annual investment return is in the bottom quintile of the peer cohort.
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% | $209,859-100.0% | $35,636-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 42.7%-42.7pp | 1.8%-1.8pp |
| Annual return | -5.86% | 3.49%-9.4pp | 4.16%-10.0pp | 7.18%-13.0pp |
| Employer contribution / active EE | $6,496 | $11,083-41.4% | $29,966-78.3% | $13,095-50.4% |
| Participant deferral / active EE | $0 | $0 | $145-100.0% | $385-100.0% |
| Admin fee / account holder | $0 | $362-100.0% | $13,952-100.0% | $362-100.0% |