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| Provider | Service type | Compensation |
|---|---|---|
INDEPENDENT FINANCIAL PARTNERS2+ years Filed as: CHARTWELL INVESTMENT PARTNERS Service code 28 · EIN 36-4776242 | Investment Management | $99,486 |
JOHNSTON ASSET MANAGEMENT2+ years Filed as: JOHNSTON ASSET MANAGEMENT CORP Service code 51 · EIN 13-3257590 | Investment Mgmt Fees | $55,198 |
Filed as: BOYD WATTERSON ASSET MGMT. Service code 19 · EIN 34-1922005 | Securities Custodian | $35,678 |
WELLS FARGO BANK, N.A.2+ years Service code 19 · EIN 94-1347393 | Securities Custodian | $17,192 |
STATE STREET GLOBAL ADVISORS2+ years Service code 19 · EIN 04-1867445 | Securities Custodian | $9,834 |
THE MCKEOGH COMPANY2+ years Service code 11 · EIN 23-3003375 | Actuarial | $9,386 |
PLUMBERS LOCAL UNION NO. 6902+ years Service code 99 · EIN 23-1173153 | Other Fees | $7,174 |
Service code 10 · EIN 23-2586736 | Accounting | $6,308 |
O'DONOGHUE & O'DONOGHUE2+ years Service code 29 · EIN 53-0120528 | Legal | $5,785 |
JACOBY DONNER, P.C.2+ years Service code 29 · EIN 23-2220388 | Legal | $5,760 |
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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $59,323 | $57,921+2.4% | $84,753-30.0% | $57,658+2.9% |
| Participation rate | 95.0% | 72.9%+22.0pp | 76.6%+18.4pp | 70.2%+24.7pp |
| Annual return | 5.18% | 10.24%-5.1pp | 22.78%-17.6pp | 5.13%0pp |
| Employer contribution / active EE | $6,295 | $2,598+142.3% | $3,574+76.1% | $1,974+218.9% |
| Participant deferral / active EE | $0 | $2,742-100.0% | $3,712-100.0% | $3,061-100.0% |
| Admin fee / account holder | $282 | $130+117.7% | $5,333-94.7% | $95+198.6% |