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| Provider | Service type | Compensation |
|---|---|---|
Filed as: JOHN HANCOCK Service code 18 · EIN 01-0233346 | Custodial (securities); Investment ad... | $123,742 |
Service code 29 · EIN 43-1174269 | Legal | $55,689 |
MORGAN STANLEY SMITH BARNEY6+ years Filed as: MORGAN STANLEY WEALTH MANAGEMENT Service code 27 · EIN 26-4310632 | Advisory (Plan) | $51,574 |
WILSON-MCSHANE CORPORATION6+ years Filed as: WILSON MCSHANE CORPORATION Service code 13 · EIN 41-0956522 | Contract Administrator | $38,600 |
THE SEGAL COMPANY1 year Filed as: SEGAL SELECT INSURANCE SERVICES INC Service code 23 · EIN 46-0619194 | Direct payment from the plan; Insuran... | $24,578 |
Filed as: CONSTRUCTION BENEFITS AUDIT CORPORA Service code 10 · EIN 43-1244218 | Accounting | $24,397 |
RUBINBROWN LLP6+ years Service code 10 · EIN 43-0765316 | Accounting | $17,500 |
THE SEGAL COMPANY6+ years Service code 17 · EIN 13-1975125 | Pension Consulting | $11,100 |
BMO HARRIS BANK NA6+ years Filed as: BMO HARRIS BANK Service code 18 · EIN 36-2085229 | Custodial (securities); Custodial (ot... | $1,848 |
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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $140,694 | $78,275+79.7% | $109,191+28.9% | $86,828+62.0% |
| Participation rate | 100.0% | 73.8%+26.2pp | 75.9%+24.1pp | 72.3%+27.7pp |
| Annual return | 15.21% | 19.14%-3.9pp | 25.76%-10.5pp | 97.95%-82.7pp |
| Employer contribution / active EE | $13,038 | $3,105+319.9% | $3,723+250.2% | $2,406+441.8% |
| Participant deferral / active EE | $0 | $3,641-100.0% | $4,653-100.0% | $4,132-100.0% |
| Admin fee / account holder | $234 | $198+17.9% | $6,756-96.5% | $170+37.9% |