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| Provider | Service type | Compensation |
|---|---|---|
Filed as: JOHN HANCOCK Service code 15 · EIN 01-0233346 | Recordkeeping | $285,170 |
MEKETA INVESTMENT GROUP4+ years Service code 27 · EIN 04-2659023 | Advisory (Plan) | $78,250 |
JPMORGAN INVEST HOLDINGS LLC4+ years Filed as: CHEVY CHASE TRUST COMPANY Service code 28 · EIN 52-2037618 | Investment Management | $56,315 |
KOVITZ INVESTMENT GROUP2 years Filed as: KOVITZ SECURITIES LLC Service code 28 · EIN 91-2198169 | Investment Management | $48,948 |
TIC INTERNATIONAL CORPORATION4+ years Service code 14 · EIN 13-2600875 | Plan Administrator | $26,352 |
LEGACY PROFESSIONALS LLP4+ years Service code 10 · EIN 32-0043599 | Accounting | $23,232 |
ASHER, GITTLER & D'ALBA, LTD.4+ years Service code 29 · EIN 36-2786883 | Legal | $14,905 |
Service code 22 · EIN 38-3297465 | Insurance Broker | $8,366 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return 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 | $54,400 | $66,051-17.6% | $92,915-41.5% | $77,775-30.1% |
| Participation rate | 100.0% | 81.0%+19.0pp | 76.0%+24.0pp | 73.2%+26.8pp |
| Annual return | 3.41% | 20.69%-17.3pp | 109.45%-106.0pp | 32.58%-29.2pp |
| Employer contribution / active EE | $4,879 | $3,426+42.4% | $3,653+33.6% | $2,504+94.9% |
| Participant deferral / active EE | $334 | $3,013-88.9% | $4,238-92.1% | $3,966-91.6% |
| Admin fee / account holder | $388 | $148+162.2% | $5,796-93.3% | $100+287.3% |