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| Provider | Service type | Compensation |
|---|---|---|
Filed as: JOHN HANCOCK Service code 18 · EIN 01-0233346 | Direct payment from the plan; Custodi... | $50,825 |
MORGAN STANLEY SMITH BARNEY4+ years Filed as: MORGAN STANLEY WEALTH MANAGEMENT Service code 27 · EIN 26-4310632 | Advisory (Plan) | $50,557 |
WILSON-MCSHANE CORPORATION4+ years Filed as: WILSON MCSHANE CORPORATION Service code 13 · EIN 41-0956522 | Contract Administrator | $37,289 |
ARNOLD & KADJAN4+ years Filed as: ARNOLD, NEWBOLD, WINTER & JACKSON Service code 29 · EIN 43-1174269 | Legal | $30,879 |
CONSTRUCTION BENEFITS AUDIT CORP4+ years Service code 10 · EIN 43-1244218 | Accounting | $28,547 |
ULLICO4+ years Service code 50 · EIN 13-1423090 | Direct Payment | $22,376 |
RUBINBROWN LLP4+ years Service code 10 · EIN 43-0765316 | Accounting | $17,500 |
THE SEGAL COMPANY4+ years Service code 17 · EIN 13-1975125 | Pension Consulting | $10,800 |
BMO HARRIS BANK NA4+ years Filed as: BMO HARRIS BANK Service code 18 · EIN 36-2085229 | Custodial (other than securities); Cu... | $4,581 |
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 | $121,672 | $66,650+82.6% | $92,916+30.9% | $67,584+80.0% |
| Participation rate | 100.0% | 72.5%+27.5pp | 76.0%+24.0pp | 71.3%+28.7pp |
| Annual return | -2.37% | 92.64%-95.0pp | 109.45%-111.8pp | 378.59%-381.0pp |
| Employer contribution / active EE | $12,620 | $2,777+354.5% | $3,654+245.4% | $2,148+487.5% |
| Participant deferral / active EE | $0 | $3,160-100.0% | $4,238-100.0% | $3,540-100.0% |
| Admin fee / account holder | $180 | $199-9.7% | $5,796-96.9% | $142+26.3% |