| Provider | Service type | Compensation |
|---|---|---|
Filed as: JOHN HANCOCK RETIREMENT PLAN SERVIC Service code 64 · EIN 01-0233346 | Recordkeeping Fees | $1,135,646 |
INVESCO7 years Filed as: INVESCO ADVISORS, INC Service code 28 · EIN 58-1707262 | Investment Management | $928,566 |
WESTERN ASSET MANAGEMENT COMPANY9+ years Filed as: WESTERN ASSET Service code 28 · EIN 95-2705767 | Investment Management | $913,943 |
ULLICO9+ years Filed as: ULLICO INVESTMENT ADVISORS INC. Service code 28 · EIN 52-6435649 | Investment Management | $613,863 |
Service code 27 · EIN 13-3200244 | Advisory (Plan) | $490,407 |
COMERICA BANK9+ years Service code 19 · EIN 42-1741646 | Securities Custodian | $263,854 |
PIMCO FUNDS9+ years Filed as: PIMCO Service code 68 · EIN 33-0629048 | Soft dollars commissions | $199,353 |
O'DONOGHUE & O'DONOGHUE9+ years Service code 29 · EIN 53-0120528 | Legal | $181,394 |
Filed as: GLOBAL RETIREMENT PARTNERS Service code 28 4340 REDWOOD HIGHWAY, SUITE B-60 · SAN RAFAEL, CA 94903 | Investment Management | $148,998 |
CALIBRE CPA GROUP PLLC5 years Filed as: CALIBRE CPA GROUP, PLLC Service code 10 · EIN 47-0900880 | Accounting | $145,049 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $94,669 | $55,730+69.9% | $96,543-1.9% | $96,393-1.8% |
| Participation rate | 100.0% | 82.8%+17.2pp | 74.3%+25.7pp | 71.3%+28.7pp |
| Annual return | 7.51% | 12.78%-5.3pp | 35.75%-28.2pp | 22.88%-15.4pp |
| Employer contribution / active EE | $7,277 | $4,014+81.3% | $3,741+94.5% | $3,239+124.7% |
| Participant deferral / active EE | $0 | $3,393-100.0% | $4,880-100.0% | $5,455-100.0% |
| Admin fee / account holder | $232 | $105+119.8% | $6,737-96.6% | $74+213.8% |