Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
LOCAL 282 WELFARE TRUST FUND2+ years Service code 15 · EIN 11-6244552 | Recordkeeping | $2,242,969 |
Service code 28 · EIN 04-2895544 | Investment Management | $344,481 |
Filed as: PRUDENTIAL RETIREMENT INSURANCE Service code 28 · EIN 06-1050034 | Investment Management | $267,078 |
AMERICAN FUNDS2+ years Filed as: CRESCENT CAPITAL HIGH INCOME FUND B Service code 28 · EIN 45-5287411 | Investment Management | $184,946 |
ULLICO2+ years Filed as: THE UNION LABOR LIFE INSURANCE COMP Service code 28 · EIN 13-1423090 | Investment Management | $184,339 |
AMERICAN REALTY ADVISORS2+ years Filed as: MACKAY SHIELDS Service code 28 · EIN 13-5582869 | Investment Management | $182,657 |
Filed as: CHEVY CHASE TRUST COMPANY Service code 28 · EIN 52-2037618 | Investment Management | $174,746 |
ULLICO1 year Filed as: ULLICO INVESTMENT ADVISORS INC. Service code 28 · EIN 52-6435649 | Investment Management | $59,251 |
MUNICIPAL ASSET MANAGEMENT2+ years Service code 28 · EIN 13-3751894 | Investment Management | $52,618 |
QUAN-VEST CONSULTANTS, INC.2+ years Filed as: QUAN VEST CONSULTANTS Service code 27 · EIN 11-2559669 | Advisory (Plan) | $44,160 |
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.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $147,570 | $89,274+65.3% | $149,721-1.4% | $77,958+89.3% |
| Participation rate | 84.8% | 87.6%-2.9pp | 87.1%-2.3pp | 71.6%+13.1pp |
| Annual return | 6.39% | 20.36%-14.0pp | 1501.67%-1495.3pp | 20.87%-14.5pp |
| Employer contribution / active EE | $18,033 | $3,727+383.9% | $5,444+231.2% | $2,310+680.5% |
| Participant deferral / active EE | $0 | $5,382-100.0% | $6,568-100.0% | $3,537-100.0% |
| Admin fee / account holder | $946 | $240+294.4% | $11,282-91.6% | $97+871.5% |