| Provider | Service type | Compensation |
|---|---|---|
Filed as: JOHN HANCOCK RETIREMENT PLAN SERVIC Service code 64 · EIN 01-0233346 | Recordkeeping Fees | $996,516 |
WESTERN ASSET MANAGEMENT COMPANY4+ years Filed as: WESTERN ASSET Service code 28 · EIN 95-2705767 | Investment Management | $753,317 |
PIMCO FUNDS4+ years Filed as: PIMCO Service code 28 · EIN 33-0629048 | Investment Management | $642,132 |
Service code 27 · EIN 13-3200244 | Advisory (Plan) | $553,473 |
ULLICO4+ years Filed as: ULLICO INVESTMENT ADVISORS INC. Service code 28 · EIN 52-6435649 | Investment Management | $495,800 |
INVESCO2 years Filed as: INVESCO ADVISORS, INC Service code 28 · EIN 58-1707262 | Investment Management | $398,703 |
THE SEGAL COMPANY2 years Filed as: SEGAL MARCO ADVISORS Service code 27 · EIN 13-2646110 | Advisory (Plan) | $151,774 |
SALTER & COMPANY, LLC4+ years Service code 10 · EIN 20-8078757 | Accounting | $134,795 |
NORTHSTAR FIDUCIARY PARTNERS4+ years Filed as: NORTHSTAR RETIREMENT ADVISORS Service code 26 · EIN 59-3331424 451 S BETHLEHEM PIKE STE 100 · WASHINGTON, PA 19034 | Advisory (Participants) | $134,024 |
O'DONOGHUE & O'DONOGHUE4+ years Service code 29 · EIN 53-0120528 | Legal | $96,159 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $79,750 | $49,973+59.6% | $83,831-4.9% | $73,367+8.7% |
| Participation rate | 100.0% | 77.8%+22.2pp | 76.1%+23.9pp | 69.5%+30.5pp |
| Annual return | 6.13% | 0.83%+5.3pp | 850.99%-844.9pp | 173.45%-167.3pp |
| Employer contribution / active EE | $5,136 | $3,293+56.0% | $3,631+41.4% | $2,499+105.5% |
| Participant deferral / active EE | $0 | $2,341-100.0% | $4,082-100.0% | $4,033-100.0% |
| Admin fee / account holder | $228 | $95+139.6% | $5,479-95.8% | $68+233.7% |