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| Provider | Service type | Compensation |
|---|---|---|
Service code 99 · EIN 01-0233346 JOHN HANCOCK POOL 1 · CAROL STREAM, IL 60132 | Other Fees | $736,903 |
RBC GLOBAL ASSET MANAGEMENT4+ years Filed as: RBC GLOBAL ASSET MANAGEMENT U.S. Service code 27 · EIN 41-1460668 PO BOX 9195 · MINNEAPOLIS, MN 554809934 | Advisory (Plan) | $636,984 |
Service code 99 · EIN 13-3198784 PO BOX 310300 · DES MOINES, IA 503310300 | Other Fees | $587,878 |
EBERTS & HARRISON1 year Service code 22 · EIN 52-0816262 1604 RIDGESIDE DRIVE · MOUNT AIRY, MD 21771 | Insurance Broker | $330,054 |
CHARLES WARD4+ years Service code 30 · EIN 13-5652028 10 EXCHANGE PLACE SUITE 1400 · JERSEY CITY, NJ 07302 | Employee (plan) | $291,020 |
MORGAN STANLEY SMITH BARNEY4+ years Filed as: JP MORGAN Service code 27 · EIN 13-6038770 270 PARK AVENUE 6TH FLOOR · NEW YORK, NY 10017 | Advisory (Plan) | $227,143 |
LOOMIS SAYLES4+ years Filed as: LOOMIS, SAYLES & CO. Service code 27 · EIN 04-3200030 PO BOX 7247-6804 · PHILADELPHIA, PA 19170 | Advisory (Plan) | $213,443 |
THE LAMBOS FIRM, LLP4+ years Filed as: THE LAMBOS FIRM,LLP Service code 29 · EIN 13-3864093 303 SOUTH BROADWAY · TARRYTOWN, NY 10591 | Legal | $211,477 |
Filed as: JONES LANG LASALLE AMERICAS Service code 99 · EIN 13-5108880 77 WATER STREET · NY, NY 10005 | Other Fees | $187,412 |
MILA MANAGED HEALTH CARE4+ years Service code 49 · EIN 13-3968546 111 BROADWAY · NYC, NY 10006 | Other Services | $138,172 |
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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 | $955,976-100.0% | $280,855-100.0% | $21,578,776-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 21.6%-21.6pp | 0.0%0pp |
| Annual return | -3.24% | -1.31%-1.9pp | -0.70%-2.5pp | 33.37%-36.6pp |
| Employer contribution / active EE | $34,789 | $12,967+168.3% | $28,903+20.4% | $11,253+209.2% |
| Participant deferral / active EE | $0 | $1-100.0% | $148-100.0% | $819-100.0% |
| Admin fee / account holder | $0 | $0 | $1,852-100.0% | $99,113-100.0% |