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| Provider | Service type | Compensation |
|---|---|---|
Filed as: JOHN HANCOCK Service code 15 · EIN 01-0233346 | Recordkeeping | $284,925 |
KOVITZ INVESTMENT GROUP1 year Filed as: KOVITZ SECURITIES LLC Service code 28 · EIN 91-2198169 | Investment Management | $66,718 |
JPMORGAN INVEST HOLDINGS LLC3+ years Filed as: CHEVY CHASE TRUST COMPANY Service code 28 · EIN 52-2037618 | Investment Management | $52,331 |
MEKETA INVESTMENT GROUP3+ years Service code 27 · EIN 04-2659023 | Advisory (Plan) | $42,000 |
TIC INTERNATIONAL CORPORATION3+ years Service code 14 · EIN 13-2600875 | Plan Administrator | $25,937 |
LEGACY PROFESSIONALS LLP3+ years Service code 10 · EIN 32-0043599 | Accounting | $20,481 |
ASHER, GITTLER & D'ALBA, LTD.3+ years Service code 29 · EIN 36-2786883 | Legal | $15,222 |
Service code 22 · EIN 38-3297465 | Insurance Broker | $8,366 |
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 | $0 | $60,396-100.0% | $83,831-100.0% | $75,289-100.0% |
| Participation rate | 0.0% | 80.7%-80.7pp | 76.1%-76.1pp | 72.4%-72.4pp |
| Annual return | 5.58% | 3.84%+1.7pp | 850.99%-845.4pp | -0.04%+5.6pp |
| Employer contribution / active EE | $5,079 | $3,343+51.9% | $3,631+39.9% | $2,405+111.2% |
| Participant deferral / active EE | $318 | $2,922-89.1% | $4,082-92.2% | $3,739-91.5% |
| Admin fee / account holder | $0 | $141-100.0% | $5,479-100.0% | $102-100.0% |