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| Provider | Service type | Compensation |
|---|---|---|
Filed as: JOHN HANCOCK Service code 37 · EIN 01-0233346 | Loan Processing | $866,914 |
INVESCO4 years Service code 28 · EIN 58-1707262 | Investment Management | $295,189 |
CALLAN ASSOCIATES7 years Filed as: CALLAN INVESTMENTS Service code 29 · EIN 94-2192581 | Legal | $222,500 |
Filed as: PILLSBURY, WINTHROP, SHAW, PITTMAN Service code 29 · EIN 94-1311126 | Legal | $120,000 |
Filed as: STEPSTONE GROUP REAL ESTATE, LP Service code 29 4275 EXECUTIVE SQUARE, SUITE 500 · LA JOLLA, CA 92037 | Legal | $29,312 |
Service code 14 · EIN 46-4314843 | Plan Administrator | $25,052 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $199,520 | $84,000+137.5% | $119,628+66.8% | $77,906+156.1% |
| Participation rate | 100.0% | 77.8%+22.2pp | 79.3%+20.7pp | 73.7%+26.3pp |
| Annual return | -13.96% | -11.59%-2.4pp | -14.98%+1.0pp | 12.16%-26.1pp |
| Employer contribution / active EE | $4,533 | $2,907+55.9% | $4,232+7.1% | $2,846+59.3% |
| Participant deferral / active EE | $17,153 | $4,705+264.6% | $5,601+206.3% | $4,805+257.0% |
| Admin fee / account holder | $227 | $116+96.1% | $10,330-97.8% | $133+71.3% |