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| Provider | Service type | Compensation |
|---|---|---|
Filed as: JOHN HANCOCK Service code 15 · EIN 01-0233346 | Recordkeeping | $232,292 |
MEKETA INVESTMENT GROUP10+ years Service code 27 · EIN 04-2659023 | Advisory (Plan) | $71,000 |
Filed as: TIC MIDWEST ADMIN SOLUTIONS Service code 13 · EIN 93-4217445 | Contract Administrator | $43,568 |
JPMORGAN INVEST HOLDINGS LLC10+ years Filed as: CHEVY CHASE TRUST COMPANY Service code 19 · EIN 52-2037618 | Securities Custodian | $40,851 |
LEGACY PROFESSIONALS LLP10+ years Service code 10 · EIN 32-0043599 | Accounting | $28,191 |
ASHER, GITTLER & D'ALBA, LTD.10+ years Service code 29 · EIN 36-2786883 | Legal | $11,722 |
AMALGAMATED BANK10+ years Service code 19 · EIN 13-4920330 | Securities Custodian | $5,318 |
Participant 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 | $71,363 | $106,351-32.9% | $105,223-32.2% | $103,975-31.4% |
| Participation rate | 100.0% | 80.0%+20.0pp | 75.0%+25.0pp | 72.5%+27.5pp |
| Annual return | 9.73% | 11.69%-2.0pp | 180.65%-170.9pp | 19.41%-9.7pp |
| Employer contribution / active EE | $10,231 | $5,336+91.7% | $3,689+177.4% | $3,722+174.8% |
| Participant deferral / active EE | $438 | $3,221-86.4% | $5,072-91.4% | $5,343-91.8% |
| Admin fee / account holder | $216 | $316-31.5% | $8,859-97.6% | $332-35.0% |