| Provider | Service type | Compensation |
|---|---|---|
Filed as: JOHN HANCOCK RETIREMENT PLAN SERVIC Service code 64 · EIN 01-0233346 | Recordkeeping Fees | $943,979 |
NEW TOWER1+ years Filed as: NEW TOWER TRUST COMPANY - MEPT Service code 28 · EIN 20-1641876 | Investment Management | $718,999 |
WESTERN ASSET MANAGEMENT COMPANY1+ years Filed as: WESTERN ASSET Service code 28 · EIN 95-2705767 | Investment Management | $525,356 |
PIMCO FUNDS1+ years Filed as: PIMCO Service code 28 · EIN 33-0629048 | Investment Management | $490,776 |
Service code 27 · EIN 13-3200244 | Advisory (Plan) | $393,198 |
COMERICA BANK1+ years Service code 19 · EIN 42-1741646 | Securities Custodian | $375,239 |
ULLICO1+ years Filed as: ULLICO INVESTMENT ADVISORS INC. Service code 28 · EIN 52-6435649 8403 COLESVILLE RD · SILVER SPRING, MD 20910 | Investment Management | $328,986 |
INVESCO1+ years Service code 28 · EIN 58-1707262 | Investment Management | $326,242 |
EARNEST PARTNERS, LLC1+ years Filed as: EARNEST PARTNERS, LLC. Service code 51 · EIN 58-2386669 1180 PEACHTREE STREET NE · ATLANTA, GA 30309 | Investment Mgmt Fees | $273,283 |
WITHUMSMITH+BROWN, PC1+ years Filed as: BROWN ADVISORY Service code 28 · EIN 26-4560299 | Investment Management | $265,317 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $64,961 | $69,651-6.7% | $75,784-14.3% | $69,651-6.7% |
| Participation rate | 100.0% | 66.6%+33.4pp | 75.8%+24.2pp | 66.6%+33.4pp |
| Annual return | 1.66% | 53.77%-52.1pp | 9.68%-8.0pp | 53.77%-52.1pp |
| Employer contribution / active EE | $4,073 | $2,241+81.8% | $3,323+22.5% | $2,241+81.8% |
| Participant deferral / active EE | $0 | $3,635-100.0% | $3,652-100.0% | $3,635-100.0% |
| Admin fee / account holder | $271 | $63+328.1% | $5,300-94.9% | $63+328.1% |