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| Provider | Service type | Compensation |
|---|---|---|
Filed as: JOHN HANCOCK Service code 28 PO BOX 55979 · BOSTON, MA 02205 | Investment Management | $335,322 |
WILSON-MCSHANE CORPORATION3 years Service code 13 3001 METRO DR · BLOOMINGTON, MN 55425 | Contract Administrator | $199,700 |
WILLIAM BLAIR2 years Service code 28 150 NORTH RIVERSIDE PLAZA · CHICAGO, IL 60606 | Investment Management | $173,706 |
CAPFINANCIAL PARTNERS LLC8 years Filed as: CAPTRUST ADVISORS Service code 28 4208 SIX FORKS RD, SUITE 1700 · RALEIGH, NC 27609 | Investment Management | $135,000 |
BOYD WATTERSON ASSET MANAGEMENT10+ years Filed as: BOYD WATTERSON Service code 28 · EIN 34-1922005 | Investment Management | $86,538 |
GOLDMAN SACHS8 years Filed as: SEIZERT CAPITAL PARTNERS Service code 28 185 OAKLAND AVE 100 · BIRMINGHAM, MI 48009 | Investment Management | $84,921 |
FOUNDRY PARTNERS10+ years Service code 28 1660 W 2ND ST 910 · CLEVELAND, OH 44113 | Investment Management | $74,847 |
MANNING & NAPIER9 years Service code 28 290 WOODCLIFF DRIVE · FAIRPORT, NY 14450 | Investment Management | $44,185 |
PACKER THOMAS7 years Service code 10 6601 WESTFORD PLACE · CANFIELD, OH 44512 | Accounting | $43,270 |
MEYER, UNKOVIC & SCOTT10+ years Filed as: MEYER UNKOVIC & SCOTT Service code 29 · EIN 25-1008021 | Legal | $42,164 |
Counterparties on defaulted loans (Part 1), defaulted leases (Part 2), and non-exempt prohibited transactions (Part 3). Presence of any row warrants fiduciary review.
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Employer contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $26,238 | $86,936-69.8% | $102,437-74.4% | $99,313-73.6% |
| Participation rate | 84.3% | 81.7%+2.6pp | 74.5%+9.8pp | 71.7%+12.6pp |
| Annual return | 8.37% | 14.99%-6.6pp | 24.95%-16.6pp | 17.67%-9.3pp |
| Employer contribution / active EE | $716 | $3,925-81.8% | $3,871-81.5% | $3,264-78.1% |
| Participant deferral / active EE | $0 | $3,825-100.0% | $5,060-100.0% | $5,346-100.0% |
| Admin fee / account holder | $206 | $140+46.9% | $8,388-97.5% | $109+88.9% |