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| Provider | Service type | Compensation |
|---|---|---|
Filed as: JOHN HANCOCK INVESTMENT MGMT SCVS Service code 15 · EIN 01-0233346 | Recordkeeping | $485,183 |
I.B.E.W. 292 HEALTH CARE PLAN4+ years Service code 15 · EIN 41-1384754 | Recordkeeping | $333,163 |
KUTAK ROCK LLP2 years Service code 29 · EIN 47-0597598 | Legal | $102,920 |
THE SEGAL COMPANY3 years Filed as: SEGAL MARCO ADVISORS Service code 27 · EIN 13-2646110 | Advisory (Plan) | $58,635 |
BMO HARRIS BANK NA4+ years Service code 19 · EIN 36-2085229 | Securities Custodian | $57,229 |
THE BANK OF NEW YORK MELLON3 years Filed as: BNY MELLON INVESTMENT MANAGEMENT Service code 28 · EIN 25-6078093 | Investment Management | $47,441 |
LEGACY PROFESSIONALS LLP4+ years Service code 10 · EIN 32-0043599 | Accounting | $15,256 |
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 | $121,335 | $78,226+55.1% | $92,916+30.6% | $82,204+47.6% |
| Participation rate | 76.7% | 82.7%-6.0pp | 76.0%+0.7pp | 73.4%+3.3pp |
| Annual return | 5.94% | 19.33%-13.4pp | 109.45%-103.5pp | 26.31%-20.4pp |
| Employer contribution / active EE | $3,254 | $3,911-16.8% | $3,654-10.9% | $2,707+20.2% |
| Participant deferral / active EE | $1,265 | $3,648-65.3% | $4,238-70.2% | $4,246-70.2% |
| Admin fee / account holder | $203 | $119+70.8% | $5,796-96.5% | $76+169.1% |