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| Provider | Service type | Compensation |
|---|---|---|
C.F.A.O1+ years Filed as: C.F.A.O. Service code 14 · EIN 94-1557079 | Plan Administrator | $2,022,066 |
POST ADVISORY GROUP1+ years Service code 28 · EIN 95-4818300 | Investment Management | $1,346,551 |
BLACKROCK1+ years Service code 28 · EIN 13-3806691 | Investment Management | $1,073,287 |
MCMORGAN & COMPANY LLC1+ years Filed as: MCMORGAN & CO. Service code 28 · EIN 52-2334338 | Investment Management | $621,979 |
FOUNDRY PARTNERS1+ years Service code 28 · EIN 46-1184506 | Investment Management | $575,399 |
ALGER1+ years Filed as: FRED ALGER MANAGEMENT INC. Service code 28 · EIN 13-2510833 360 PARK AVENUE SOUTH · NEW YORK, NY 10010 | Investment Management | $543,096 |
ROTHSCHILD ASSET MANAGEMENT1+ years Filed as: ROTHSCHILD Service code 28 · EIN 13-2544634 | Investment Management | $541,159 |
THE BANK OF NEW YORK MELLON1+ years Filed as: BANK OF NEW YORK Service code 19 · EIN 95-3571558 | Securities Custodian | $221,911 |
ULLICO1+ years Filed as: UNION LABOR LIFE Service code 28 · EIN 13-1423090 1625 I STREET NW · WASHINGTON, DC 20006 | Investment Management | $183,605 |
Filed as: JOHN HANCOCK RETIREMENT PLAN SERVIC Service code 15 · EIN 01-0233346 | Recordkeeping | $141,874 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $46,900 | $51,897-9.6% | $84,753-44.7% | $329,111-85.7% |
| Participation rate | 100.0% | 73.2%+26.8pp | 76.6%+23.4pp | 67.9%+32.1pp |
| Annual return | 6.36% | 11.82%-5.5pp | 22.78%-16.4pp | 16.35%-10.0pp |
| Employer contribution / active EE | $3,287 | $3,022+8.8% | $3,574-8.0% | $2,303+42.7% |
| Participant deferral / active EE | $0 | $2,346-100.0% | $3,712-100.0% | $3,682-100.0% |
| Admin fee / account holder | $168 | $97+73.5% | $5,333-96.8% | $754-77.7% |