| Provider | Service type | Compensation |
|---|---|---|
Filed as: JOHN HANCOCK RETIREMENT PLAN SERVIC Service code 64 · EIN 01-0233346 | Recordkeeping Fees | $878,279 |
NEW TOWER2+ years Filed as: NEW TOWER TRUST COMPANY - MEPT Service code 28 · EIN 20-1641876 | Investment Management | $670,489 |
PIMCO FUNDS2+ years Filed as: PIMCO Service code 28 · EIN 33-0629048 | Investment Management | $587,781 |
WESTERN ASSET MANAGEMENT COMPANY2+ years Filed as: WESTERN ASSET Service code 28 · EIN 95-2705767 | Investment Management | $536,136 |
COMERICA BANK2+ years Service code 19 · EIN 42-1741646 | Securities Custodian | $459,675 |
Service code 27 · EIN 13-3200244 | Advisory (Plan) | $407,419 |
ULLICO2+ years Filed as: ULLICO INVESTMENT ADVISORS INC. Service code 28 · EIN 52-6435649 8403 COLESVILLE RD · SILVER SPRING, MD 20910 | Investment Management | $404,655 |
INVESCO2+ years Service code 28 · EIN 58-1707262 | Investment Management | $354,629 |
EARNEST PARTNERS, LLC2+ years Filed as: EARNEST PARTNERS, LLC. Service code 51 · EIN 58-2386669 1180 PEACHTREE STREET NE · ATLANTA, GA 30309 | Investment Mgmt Fees | $264,708 |
WITHUMSMITH+BROWN, PC2+ years Filed as: BROWN ADVISORY Service code 28 · EIN 26-4560299 | Investment Management | $249,864 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $71,267 | $51,897+37.3% | $84,753-15.9% | $329,111-78.3% |
| Participation rate | 100.0% | 73.2%+26.8pp | 76.6%+23.4pp | 67.9%+32.1pp |
| Annual return | 9.21% | 11.82%-2.6pp | 22.78%-13.6pp | 16.35%-7.1pp |
| Employer contribution / active EE | $4,374 | $3,022+44.7% | $3,574+22.4% | $2,303+89.9% |
| Participant deferral / active EE | $0 | $2,346-100.0% | $3,712-100.0% | $3,682-100.0% |
| Admin fee / account holder | $263 | $97+171.1% | $5,333-95.1% | $754-65.1% |