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| Provider | Service type | Compensation |
|---|---|---|
ZENITH AMERICAN SOLUTIONS1+ years Service code 13 · EIN 52-1590516 | Contract Administrator | $198,050 |
THE SEGAL COMPANY1+ years Service code 11 · EIN 94-1503999 | Actuarial | $103,294 |
MORGAN STANLEY SMITH BARNEY1+ years Filed as: MORGAN STANLEY SMITH BARNEY LLC Service code 27 · EIN 26-4310632 | Advisory (Plan) | $60,000 |
MILLER KAPLAN ARASE LLP1+ years Service code 10 · EIN 95-2036255 | Accounting | $33,828 |
JPMORGAN INVEST HOLDINGS LLC1+ years Filed as: CHEVY CHASE TRUST COMPANY Service code 28 · EIN 52-2037618 | Investment Management | $32,007 |
SALTZMAN & JOHNSON1+ years Service code 29 · EIN 94-2376174 | Legal | $15,536 |
WEINBERG, ROGER & ROSENFELD1+ years Service code 29 · EIN 94-2458080 | Legal | $11,744 |
RBC GLOBAL ASSET MANAGEMENT1+ years Filed as: CITY NATIONAL BANK Service code 18 · EIN 95-1780067 | Custodial (other than securities) | $7,008 |
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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 | $23,094-100.0% | $169,917-100.0% | $52,729-100.0% |
| Participation rate | 0.0% | 10.7%-10.7pp | 10.3%-10.3pp | 12.6%-12.6pp |
| Annual return | 0.84% | 4.80%-4.0pp | 7.98%-7.1pp | 4.56%-3.7pp |
| Employer contribution / active EE | $5,294 | $12,906-59.0% | $23,724-77.7% | $15,526-65.9% |
| Participant deferral / active EE | $0 | $25-100.0% | $53-100.0% | $97-100.0% |
| Admin fee / account holder | $0 | $95-100.0% | $636-100.0% | $1,711-100.0% |