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| Provider | Service type | Compensation |
|---|---|---|
Filed as: JOHN HANCOCK Service code 37 · EIN 01-0233346 | Loan Processing | $493,799 |
INVESCO2 years Service code 28 · EIN 58-1707262 | Investment Management | $245,282 |
CALLAN ASSOCIATES5 years Filed as: CALLAN INVESTMENTS Service code 29 · EIN 94-2192581 | Legal | $161,810 |
BLACKROCK3 years Filed as: BLACKROCK INSTITUTIONAL TRUST CO. Service code 28 P.O. BOX 978647 · DALLAS, TX 75397 | Investment Management | $116,170 |
Filed as: STEPSTONE GROUP REAL ESTATE, LP Service code 29 4275 EXECUTIVE SQUARE, SUITE 500 · LA JOLLA, CA 92037 | Legal | $56,462 |
FUJITSU MANAGEMENT2 years Filed as: FUJITSU MANAGMENT Service code 14 · EIN 95-2557970 | Plan Administrator | $38,824 |
MOSS ADAMS LLP5 years Service code 10 · EIN 91-0189318 | Accounting | $36,225 |
Filed as: PILLSBURY, WINTHROP, SHAW, PITTMAN Service code 29 · EIN 94-1311126 | Legal | $32,125 |
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).
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $209,766 | $82,783+153.4% | $133,982+56.6% | $90,274+132.4% |
| Participation rate | 100.0% | 81.3%+18.7pp | 79.8%+20.2pp | 73.4%+26.6pp |
| Annual return | 11.51% | 21.89%-10.4pp | 45.10%-33.6pp | 53.97%-42.5pp |
| Employer contribution / active EE | $4,020 | $2,388+68.3% | $3,919+2.6% | $2,523+59.3% |
| Participant deferral / active EE | $16,202 | $4,291+277.6% | $5,047+221.0% | $4,231+283.0% |
| Admin fee / account holder | $203 | $93+118.1% | $8,930-97.7% | $114+77.6% |