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| Provider | Service type | Compensation |
|---|---|---|
INDEPENDENT FINANCIAL PARTNERS1+ years Filed as: CHARTWELL INVESTMENT PARTNERS Service code 28 · EIN 36-4776242 | Investment Management | $86,694 |
JOHNSTON ASSET MANAGEMENT1+ years Filed as: JOHNSTON ASSET MANAGEMENT CORP Service code 51 · EIN 13-3257590 | Investment Mgmt Fees | $51,165 |
WELLS FARGO BANK, N.A.1+ years Service code 19 · EIN 94-1347393 | Securities Custodian | $17,293 |
STATE STREET GLOBAL ADVISORS1+ years Service code 19 · EIN 04-1867445 | Securities Custodian | $10,419 |
THE MCKEOGH COMPANY1+ years Service code 11 · EIN 23-3003375 | Actuarial | $8,188 |
PLUMBERS LOCAL UNION NO. 6901+ years Service code 99 · EIN 23-1173153 | Other Fees | $6,994 |
O'DONOGHUE & O'DONOGHUE1+ years Service code 29 · EIN 53-0120528 | Legal | $6,553 |
JACOBY DONNER, P.C.1+ years Service code 29 · EIN 23-2220388 | Legal | $5,999 |
Service code 10 · EIN 23-2586736 | Accounting | $5,892 |
KLEINBARD LLC1+ years Filed as: KLEINBARD, BELL, & BRECKER Service code 29 · EIN 23-1308492 | Legal | $5,175 |
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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $55,870 | $50,498+10.6% | $75,784-26.3% | $55,191+1.2% |
| Participation rate | 96.3% | 69.4%+26.8pp | 75.8%+20.4pp | 69.2%+27.1pp |
| Annual return | 1.27% | 1.80%-0.5pp | 9.68%-8.4pp | 10.78%-9.5pp |
| Employer contribution / active EE | $5,727 | $2,291+150.0% | $3,323+72.3% | $1,899+201.6% |
| Participant deferral / active EE | $0 | $2,589-100.0% | $3,652-100.0% | $3,046-100.0% |
| Admin fee / account holder | $254 | $123+106.6% | $5,300-95.2% | $91+180.0% |