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| Provider | Service type | Compensation |
|---|---|---|
Filed as: JOHN HANCOCK RETIREMENT PLAN Service code 15 200 BERKELEY ST · BOSTON, MA 02116 | Recordkeeping | $69,112 |
INVESTMENT PERFORMANCE SERVICES10+ years Filed as: INVESTMENT PERFORMANCE SERVICES LLC Service code 27 7402 HODGSON MEMORIAL DR · SAVANNAH, GA 31406 | Advisory (Plan) | $45,000 |
Filed as: AFL - AGC BUILDING TRADES Service code 14 · EIN 63-0327100 P.O. BOX 1492 · MOBILE, AL 36633 | Plan Administrator | $24,924 |
COMPUSYS OF UTAH, INC.4 years Service code 14 · EIN 84-0869853 1293 W. 2200 SOUTH STE A · SALT LAKE CITY, UT 841191326 | Plan Administrator | $22,500 |
DANIELS, IRWIN & AYLOR9 years Filed as: DANIELS IRWIN & AYLOR Service code 10 · EIN 62-1802605 223 MADISON ST, STE 112 · MADISON, TN 37115 | Accounting | $16,200 |
Filed as: QUINN, CONNOR, WEAVER, DAVIES & ROU Service code 29 · EIN 45-1444874 2-20TH ST N, STE930 · BIRMINGHAM, AL 35203 | Legal | $16,130 |
MUTUAL FUNDS1 year Service code 19 | Securities Custodian | $0 |
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 | $59,206 | $83,023-28.7% | $102,437-42.2% | $77,762-23.9% |
| Participation rate | 100.0% | 71.5%+28.5pp | 74.5%+25.5pp | 70.6%+29.4pp |
| Annual return | 8.80% | 19.12%-10.3pp | 24.95%-16.1pp | 31.27%-22.5pp |
| Employer contribution / active EE | $4,904 | $3,552+38.0% | $3,871+26.7% | $2,728+79.8% |
| Participant deferral / active EE | $0 | $4,110-100.0% | $5,060-100.0% | $4,651-100.0% |
| Admin fee / account holder | $224 | $639-64.9% | $8,388-97.3% | $433-48.2% |