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| Provider | Service type | Compensation |
|---|---|---|
INTECH INVESTMENT MANAGEMENT LLC7+ years Service code 51 · EIN 01-0614895 | Investment Mgmt Fees | $91,479 |
INVESTMENT PERFORMANCE SERVICES7+ years Service code 16 · EIN 58-2432390 | Consulting | $83,597 |
WEDGE CAPITAL MANAGEMENT7+ years Filed as: WEDGE CAPITAL MANAGEMENT LLP Service code 51 · EIN 56-1557450 | Investment Mgmt Fees | $61,316 |
THE SEGAL COMPANY7+ years Filed as: BUCHBINDER TUNICK & COMPANY, LLP Service code 10 · EIN 13-1578842 | Accounting | $49,000 |
Service code 51 · EIN 13-3257590 | Investment Mgmt Fees | $42,682 |
PEDELAHORE & CO. LLP7+ years Service code 10 · EIN 72-0535866 | Accounting | $38,300 |
JPMORGAN INVEST HOLDINGS LLC7+ years Filed as: CHEVY CHASE TRUST Service code 19 · EIN 52-2037618 | Securities Custodian | $35,060 |
Filed as: JP MORGAN Service code 51 · EIN 13-3869666 | Investment Mgmt Fees | $26,331 |
OSBORN CARREIRO & ASSOCIATES7+ years Filed as: OSBORN, CARREIRO & ASSOCIATES Service code 11 · EIN 71-0631123 | Actuarial | $22,000 |
Filed as: ROBEIN, URANN, SPENCER, ET AL Service code 29 · EIN 72-0999672 | Legal | $20,834 |
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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 | $164,233-100.0% | $164,721-100.0% | $164,233-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 21.0%-21.0pp | 0.0%0pp |
| Annual return | -7.07% | -8.26%+1.2pp | -5.85%-1.2pp | 2.77%-9.8pp |
| Employer contribution / active EE | $8,970 | $12,543-28.5% | $31,839-71.8% | $15,262-41.2% |
| Participant deferral / active EE | $0 | $0 | $2-100.0% | $691-100.0% |
| Admin fee / account holder | $0 | $1,015-100.0% | $1,000-100.0% | $1,015-100.0% |