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| Provider | Service type | Compensation |
|---|---|---|
Filed as: JOHN HANCOCK Service code 37 · EIN 01-0233346 | Loan Processing | $809,977 |
INVESCO3 years Service code 28 · EIN 58-1707262 | Investment Management | $345,459 |
BLACKROCK4 years Filed as: BLACKROCK INSTITUTIONAL TRUST CO. Service code 28 P.O. BOX 978647 · DALLAS, TX 75397 | Investment Management | $123,809 |
Filed as: PILLSBURY, WINTHROP, SHAW, PITTMAN Service code 29 · EIN 94-1311126 | Legal | $101,996 |
CALLAN ASSOCIATES6 years Filed as: CALLAN INVESTMENTS Service code 29 · EIN 94-2192581 | Legal | $67,000 |
Filed as: STEPSTONE GROUP REAL ESTATE, LP Service code 29 4275 EXECUTIVE SQUARE, SUITE 500 · LA JOLLA, CA 92037 | Legal | $54,126 |
MOSS ADAMS LLP6 years Service code 10 · EIN 91-0189318 | Accounting | $18,115 |
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 | $235,427 | $91,746+156.6% | $146,649+60.5% | $93,010+153.1% |
| Participation rate | 100.0% | 80.9%+19.1pp | 80.1%+19.9pp | 73.9%+26.1pp |
| Annual return | 12.00% | 18.28%-6.3pp | 22.75%-10.7pp | 158.70%-146.7pp |
| Employer contribution / active EE | $4,525 | $2,815+60.8% | $4,137+9.4% | $2,705+67.3% |
| Participant deferral / active EE | $17,842 | $4,589+288.8% | $5,506+224.0% | $4,561+291.2% |
| Admin fee / account holder | $215 | $101+112.3% | $10,281-97.9% | $152+41.6% |