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| Provider | Service type | Compensation |
|---|---|---|
Filed as: JOHN HANCOCK Service code 28 PO BOX 55979 · BOSTON, MA 02205 | Investment Management | $290,000 |
PATH ADMINISTRATORS3 years Service code 13 3461 MARKET ST, STE 102 · CAMP HILL, PA 170114412 | Contract Administrator | $162,000 |
CAPFINANCIAL PARTNERS LLC4 years Filed as: CAPTRUST ADVISORS Service code 28 4208 SIX FORKS RD, SUITE 1700 · RALEIGH, NC 27609 | Investment Management | $113,000 |
SAWGRASS ASSET MANAGEMENT4 years Service code 28 1579 THE GREENS WAY 20 · JACKSONVILLE BEACH, FL 32250 | Investment Management | $56,000 |
RPCG, LLC3 years Filed as: SCP INVESTMENTS Service code 28 25 ORINDA WAY, SUITE 300 · ORINDA, CA 94563 | Investment Management | $56,000 |
PACKER THOMAS3 years Service code 10 6601 WESTFORD PLACE · CANFIELD, OH 44512 | Accounting | $38,641 |
MEYER, UNKOVIC & SCOTT6+ years Filed as: MEYER UNKOVIC & SCOTT Service code 29 · EIN 25-1008021 | Legal | $36,480 |
MANNING & NAPIER5 years Service code 28 290 WOODCLIFF DRIVE · FAIRPORT, NY 14450 | Investment Management | $35,000 |
THE SWARTHMORE GROUP6+ years Service code 28 1650 ARCH STREET · PHILADELPHIA, PA 19103 | Investment Management | $28,000 |
BOYD WATTERSON ASSET MANAGEMENT6+ years Filed as: BOYD WATTERSON Service code 28 · EIN 34-1922005 | Investment Management | $21,000 |
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.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $25,053 | $73,497-65.9% | $101,271-75.3% | $93,223-73.1% |
| Participation rate | 87.3% | 84.5%+2.8pp | 75.8%+11.5pp | 74.9%+12.4pp |
| Annual return | 9.93% | 11.66%-1.7pp | 46.48%-36.6pp | 19.29%-9.4pp |
| Employer contribution / active EE | $827 | $3,600-77.0% | $3,660-77.4% | $2,680-69.2% |
| Participant deferral / active EE | $0 | $3,303-100.0% | $4,371-100.0% | $4,563-100.0% |
| Admin fee / account holder | $158 | $121+30.3% | $5,948-97.4% | $79+99.0% |