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| Provider | Service type | Compensation |
|---|---|---|
Filed as: JOHN HANCOCK RETIREMENT PLAN SERVIC Service code 64 · EIN 01-0233346 | Recordkeeping Fees | $1,068,408 |
INVESCO4 years Filed as: INVESCO ADVISORS, INC Service code 28 · EIN 58-1707262 | Investment Management | $1,024,808 |
WESTERN ASSET MANAGEMENT COMPANY6+ years Filed as: WESTERN ASSET Service code 28 · EIN 95-2705767 | Investment Management | $833,746 |
ULLICO6+ years Filed as: ULLICO INVESTMENT ADVISORS INC. Service code 28 · EIN 52-6435649 | Investment Management | $507,539 |
Service code 27 · EIN 13-3200244 | Advisory (Plan) | $431,884 |
PIMCO FUNDS6+ years Filed as: PIMCO Service code 28 · EIN 33-0629048 | Investment Management | $191,018 |
Filed as: GLOBAL RETIREMENT PARTNERS Service code 28 4340 REDWOOD HIGHWAY, SUITE B-60 · SAN RAFAEL, CA 94903 | Investment Management | $176,345 |
O'DONOGHUE & O'DONOGHUE6+ years Service code 29 · EIN 53-0120528 | Legal | $164,705 |
THE SEGAL COMPANY4 years Filed as: SEGAL MARCO ADVISORS Service code 27 · EIN 13-2646110 | Advisory (Plan) | $150,000 |
COMERICA BANK6+ years Service code 19 · EIN 42-1741646 | Securities Custodian | $142,096 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $90,806 | $52,155+74.1% | $101,248-10.3% | $106,222-14.5% |
| Participation rate | 100.0% | 81.2%+18.8pp | 75.8%+24.2pp | 70.8%+29.2pp |
| Annual return | 1.88% | 13.07%-11.2pp | 46.47%-44.6pp | 21.69%-19.8pp |
| Employer contribution / active EE | $6,149 | $3,414+80.1% | $3,660+68.0% | $2,723+125.8% |
| Participant deferral / active EE | $0 | $2,716-100.0% | $4,370-100.0% | $4,600-100.0% |
| Admin fee / account holder | $240 | $102+136.4% | $5,945-96.0% | $78+206.6% |