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| Provider | Service type | Compensation |
|---|---|---|
LOCAL 282 WELFARE TRUST FUND1+ years Service code 15 · EIN 11-6244552 | Recordkeeping | $2,154,820 |
Service code 28 · EIN 04-2895544 | Investment Management | $263,909 |
ULLICO1+ years Filed as: THE UNION LABOR LIFE INSURANCE COMP Service code 28 · EIN 13-1423090 | Investment Management | $179,158 |
Filed as: PRUDENTIAL RETIREMENT INSURANCE Service code 28 · EIN 06-1050034 | Investment Management | $178,188 |
AMERICAN FUNDS1+ years Filed as: CRESCENT CAPITAL HIGH INCOME FUND B Service code 28 · EIN 45-5287411 | Investment Management | $178,150 |
ATLANTIC ASSET MANAGEMENT1+ years Filed as: ATLANTIC ASSET MGMT Service code 28 · EIN 13-3728982 | Investment Management | $164,429 |
MUNICIPAL ASSET MANAGEMENT1+ years Service code 28 · EIN 13-3751894 | Investment Management | $66,117 |
QUAN-VEST CONSULTANTS, INC.1+ years Filed as: QUAN VEST CONSULTANTS Service code 27 · EIN 11-2559669 | Advisory (Plan) | $44,160 |
GOULD, KOBRICK & SCHLAPP, P.C.1+ years Service code 10 · EIN 13-3082707 | Accounting | $40,000 |
Filed as: PRUDENTIAL INSURANCE CO. OF AMERICA Service code 28 · EIN 22-1211670 | Investment Management | $37,682 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $139,440 | $80,354+73.5% | $133,975+4.1% | $63,975+118.0% |
| Participation rate | 86.3% | 87.5%-1.2pp | 87.1%-0.7pp | 71.1%+15.2pp |
| Annual return | 0.44% | 13.11%-12.7pp | 29.29%-28.9pp | 48.65%-48.2pp |
| Employer contribution / active EE | $17,988 | $3,503+413.4% | $5,211+245.2% | $2,182+724.5% |
| Participant deferral / active EE | $0 | $5,239-100.0% | $6,282-100.0% | $3,356-100.0% |
| Admin fee / account holder | $916 | $69+1221.1% | $9,324-90.2% | $70+1200.0% |