| Provider | Service type | Compensation |
|---|---|---|
Filed as: JOHN HANCOCK RETIREMENT PLAN SERVIC Service code 64 · EIN 01-0233346 | Recordkeeping Fees | $953,224 |
WESTERN ASSET MANAGEMENT COMPANY5+ years Filed as: WESTERN ASSET Service code 28 · EIN 95-2705767 | Investment Management | $833,184 |
PIMCO FUNDS5+ years Filed as: PIMCO Service code 28 · EIN 33-0629048 | Investment Management | $718,203 |
ULLICO5+ years Filed as: ULLICO INVESTMENT ADVISORS INC. Service code 28 · EIN 52-6435649 | Investment Management | $547,439 |
Service code 27 · EIN 13-3200244 | Advisory (Plan) | $534,959 |
INVESCO3 years Filed as: INVESCO ADVISORS, INC Service code 28 · EIN 58-1707262 | Investment Management | $423,588 |
THE SEGAL COMPANY3 years Filed as: SEGAL MARCO ADVISORS Service code 27 · EIN 13-2646110 | Advisory (Plan) | $151,171 |
NORTHSTAR FIDUCIARY PARTNERS5+ years Filed as: NORTHSTAR RETIREMENT ADVISORS Service code 26 · EIN 59-3331424 451 S BETHLEHEM PIKE STE 100 · WASHINGTON, PA 19034 | Advisory (Participants) | $148,795 |
COMERICA BANK5+ years Service code 19 · EIN 42-1741646 | Securities Custodian | $138,895 |
CALIBRE CPA GROUP PLLC1 year Filed as: CALIBRE CPA GROUP, PLLC Service code 10 · EIN 47-0900880 | Accounting | $130,855 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $92,689 | $49,105+88.8% | $92,916-0.2% | $89,609+3.4% |
| Participation rate | 100.0% | 79.0%+21.0pp | 76.0%+24.0pp | 69.6%+30.4pp |
| Annual return | 16.08% | 32.35%-16.3pp | 109.45%-93.4pp | 33.65%-17.6pp |
| Employer contribution / active EE | $5,825 | $3,373+72.7% | $3,654+59.4% | $2,584+125.4% |
| Participant deferral / active EE | $0 | $2,531-100.0% | $4,238-100.0% | $4,222-100.0% |
| Admin fee / account holder | $237 | $93+156.4% | $5,796-95.9% | $72+231.3% |