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| Provider | Service type | Compensation |
|---|---|---|
JPMORGAN INVEST HOLDINGS LLC2+ years Filed as: CHEVY CHASE TRUST COMPANY Service code 28 · EIN 52-2037618 | Investment Management | $69,005 |
HORIZON ACTUARIAL SERVICES, LLC2+ years Service code 11 · EIN 53-0181291 | Actuarial | $64,031 |
Service code 27 · EIN 26-0516431 | Advisory (Plan) | $61,463 |
LAUREL NIELSEN2+ years Service code 15 · EIN 62-1523623 | Recordkeeping | $34,974 |
WALTHALL, LLP2+ years Service code 10 · EIN 34-0644631 | Accounting | $31,200 |
VONTOBEL USA INC2+ years Filed as: VONTOBEL ASSET MANAGEMENT, INC. Service code 28 · EIN 13-3223264 | Investment Management | $30,652 |
GLORIA KASSAY2+ years Service code 15 · EIN 62-1523623 | Recordkeeping | $24,651 |
MARCO CONSULTING GROUP1 year Service code 27 · EIN 13-2646110 | Advisory (Plan) | $22,125 |
FIRSTMERIT BANK2+ years Service code 21 · EIN 23-3060382 | Bank Trustee | $16,182 |
WALTER & HAVERFIELD LLP2+ years Service code 29 · EIN 34-0602148 | Legal | $15,920 |
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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 | $90,272-100.0% | $184,886-100.0% | $1,723,788-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 47.1%-47.1pp | 1.9%-1.9pp |
| Annual return | 13.92% | 11.78%+2.1pp | 8.32%+5.6pp | 23.90%-10.0pp |
| Employer contribution / active EE | $7,117 | $11,309-37.1% | $30,793-76.9% | $16,539-57.0% |
| Participant deferral / active EE | $0 | $0 | $90-100.0% | $350-100.0% |
| Admin fee / account holder | $0 | $337-100.0% | $2,802-100.0% | $18,975-100.0% |