See peer percentile detail. $4.99 for your first month.
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| Provider | Service type | Compensation |
|---|---|---|
I.B.E.W. 292 HEALTH CARE PLAN10+ years Service code 13 · EIN 41-1384754 | Contract Administrator | $375,206 |
Filed as: JOHN HANCOCK INVESTMENT MGMT SCVS Service code 15 · EIN 01-0233346 | Recordkeeping | $337,365 |
WELLS FARGO BANK, N.A.3 years Filed as: GALLIARD CAPITAL MANAGEMENT, LLC Service code 28 · EIN 41-1813702 | Investment Management | $195,281 |
SMITH & HOWARD, PC3 years Filed as: SMITH GROUP ASSET MANAGEMENT, LLC Service code 28 · EIN 13-3680189 | Investment Management | $158,463 |
WEDGE CAPITAL MANAGEMENT10+ years Service code 28 · EIN 56-1557450 | Investment Management | $142,416 |
Filed as: SHUMAKER LOOP & KENDRICK, LLP Service code 29 · EIN 34-4439491 | Legal | $92,411 |
Service code 19 · EIN 93-1799133 | Securities Custodian | $87,357 |
THE SEGAL COMPANY9 years Filed as: SEGAL MARCO ADVISORS Service code 27 · EIN 13-2646110 | Advisory (Plan) | $77,000 |
LEGACY PROFESSIONALS LLP10+ years Service code 10 · EIN 32-0043599 | Accounting | $27,030 |
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $187,991 | $117,739+59.7% | $107,525+74.8% | $117,739+59.7% |
| Participation rate | 100.0% | 76.6%+23.4pp | 75.1%+24.9pp | 76.6%+23.4pp |
| Annual return | 8.04% | 17.29%-9.2pp | 181.32%-173.3pp | 17.29%-9.2pp |
| Employer contribution / active EE | $6,363 | $3,746+69.9% | $3,754+69.5% | $3,746+69.9% |
| Participant deferral / active EE | $2,565 | $6,128-58.1% | $5,116-49.9% | $6,128-58.1% |
| Admin fee / account holder | $265 | $112+137.0% | $8,919-97.0% | $112+137.0% |