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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 91-0680697 | Contract Administrator | $583,975 |
THE MCKEOGH COMPANY7 years Service code 11 · EIN 23-3003375 | Actuarial | $170,105 |
EQT SERVICES (UK) LIMITED2 years Filed as: EQT FUND MANAGEMENT Service code 28 | Investment Management | $154,585 |
LEM CAPITAL1 year Service code 28 2400 MARKET STREET, SUITE 303 · PHILADELPHIA, PA 19103 | Investment Management | $139,476 |
VENABLE LLP8+ years Filed as: VENABLE, LLP Service code 29 · EIN 52-0517250 | Legal | $118,134 |
Service code 28 · EIN 86-3505724 | Investment Management | $101,168 |
Filed as: ABRDN, INC Service code 28 · EIN 51-0368279 | Investment Management | $65,208 |
THE BANK OF NEW YORK MELLON7 years Filed as: THE BANK OF BNY MELLON Service code 19 · EIN 13-5160382 | Securities Custodian | $61,531 |
Filed as: CALLODINE CREDIT MANAGEMENT Service code 28 2 INTERNATIONAL PL, STE 1830 · BOSTON, MA 02110 | Investment Management | $47,958 |
Service code 28 535 MADISON AVE · NEW YORK, NY 10022 | Investment Management | $47,352 |
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Employer contribution per participant is in the bottom quintile of the peer cohort.
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $0 | $124,814-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 22.2%-22.2pp | 0.0%0pp |
| Annual return | 8.53% | 9.32%-0.8pp | 10.52%-2.0pp | 9.30%-0.8pp |
| Employer contribution / active EE | $0 | $14,511-100.0% | $26,749-100.0% | $12,551-100.0% |
| Participant deferral / active EE | $0 | $1,678-100.0% | $122-100.0% | $2,867-100.0% |
| Admin fee / account holder | $0 | $0 | $129-100.0% | - |