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| Provider | Service type | Compensation |
|---|---|---|
Filed as: JOHN HANCOCK TRUST COMPANY LLC Service code 15 · EIN 01-0234446 | Recordkeeping | $407,305 |
I.B.E.W. 292 HEALTH CARE PLAN1+ years Service code 15 · EIN 41-1384754 | Recordkeeping | $164,653 |
VICTORY1+ years Filed as: VICTORY CAPITAL MANAGEMENT, INC. Service code 28 · EIN 13-2700161 | Investment Management | $133,974 |
WEDGE CAPITAL MANAGEMENT1+ years Service code 28 · EIN 56-1557450 | Investment Management | $106,221 |
GOLDMAN SACHS1+ years Filed as: TAMRO CAPITAL PARTNERS Service code 28 · EIN 26-0207399 | Investment Management | $98,037 |
INDEPENDENT FINANCIAL PARTNERS1+ years Filed as: SIERRA INVESTMENT PARTNERS, INC. Service code 28 · EIN 68-0370668 | Investment Management | $92,098 |
SMITH ASSET MANAGEMENT GROUP1+ years Service code 28 · EIN 75-2620252 | Investment Management | $82,633 |
MARCO CONSULTING GROUP1+ years Filed as: MARCO CONSULTING GROUP, INC. Service code 27 · EIN 36-3555078 | Advisory (Plan) | $75,786 |
WELLS FARGO BANK, N.A.1+ years Filed as: GALLIARD CAPITAL MANAGEMENT, INC. Service code 28 · EIN 41-1813702 | Investment Management | $74,099 |
BMO HARRIS BANK NA1+ years Service code 19 · EIN 36-2085229 | Securities Custodian | $55,666 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
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).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $102,911 | $50,626+103.3% | $84,753+21.4% | $65,292+57.6% |
| Participation rate | 80.4% | 89.2%-8.7pp | 76.6%+3.9pp | 72.4%+8.0pp |
| Annual return | -0.47% | 5.34%-5.8pp | 22.78%-23.2pp | 11.84%-12.3pp |
| Employer contribution / active EE | $3,065 | $3,033+1.1% | $3,574-14.3% | $2,302+33.2% |
| Participant deferral / active EE | $1,058 | $3,109-66.0% | $3,712-71.5% | $3,579-70.4% |
| Admin fee / account holder | $280 | $97+190.1% | $5,333-94.7% | $57+389.0% |