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| Provider | Service type | Compensation |
|---|---|---|
Filed as: JOHN HANCOCK Service code 18 · EIN 01-0233346 | Investment management; Custodial (oth... | $122,955 |
MORGAN STANLEY SMITH BARNEY5+ years Filed as: MORGAN STANLEY WEALTH MANAGEMENT Service code 27 · EIN 26-4310632 | Advisory (Plan) | $51,200 |
Service code 29 · EIN 43-1174269 | Legal | $43,099 |
WILSON-MCSHANE CORPORATION5+ years Filed as: WILSON MCSHANE CORPORATION Service code 13 · EIN 41-0956522 | Contract Administrator | $37,400 |
CONSTRUCTION BENEFITS AUDIT CORP5+ years Service code 10 · EIN 43-1244218 | Accounting | $34,090 |
THE SEGAL COMPANY1 year Filed as: SEGAL SELECT INSURANCE SERVICES, IN Service code 23 · EIN 46-0619194 | Direct payment from the plan; Insuran... | $23,862 |
RUBINBROWN LLP5+ years Service code 10 · EIN 43-0765316 | Accounting | $16,700 |
THE SEGAL COMPANY5+ years Service code 17 · EIN 13-1975125 | Pension Consulting | $10,800 |
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 | $126,199 | $91,517+37.9% | $101,275+24.6% | $73,415+71.9% |
| Participation rate | 100.0% | 73.8%+26.2pp | 75.8%+24.2pp | 72.2%+27.8pp |
| Annual return | 8.91% | 17.17%-8.3pp | 46.46%-37.5pp | 59.30%-50.4pp |
| Employer contribution / active EE | $13,135 | $2,877+356.6% | $3,660+258.9% | $2,234+488.0% |
| Participant deferral / active EE | $0 | $3,338-100.0% | $4,370-100.0% | $3,806-100.0% |
| Admin fee / account holder | $231 | $216+6.9% | $5,948-96.1% | $158+46.1% |