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| Provider | Service type | Compensation |
|---|---|---|
LOCAL 282 WELFARE TRUST FUND3+ years Service code 15 · EIN 11-6244552 | Recordkeeping | $2,287,994 |
Service code 28 · EIN 04-2895544 | Investment Management | $409,203 |
Filed as: PRUDENTIAL RETIREMENT INSURANCE Service code 28 · EIN 06-1050034 | Investment Management | $275,052 |
JPMORGAN INVEST HOLDINGS LLC2 years Filed as: CHEVY CHASE TRUST COMPANY Service code 28 · EIN 52-2037618 | Investment Management | $237,467 |
ULLICO2 years Filed as: ULLICO INVESTMENT ADVISORS INC. Service code 28 · EIN 52-6435649 | Investment Management | $215,898 |
AMERICAN FUNDS3+ years Filed as: CRESCENT CAPITAL HIGH INCOME FUND B Service code 28 · EIN 45-5287411 | Investment Management | $199,149 |
ULLICO3+ years Filed as: THE UNION LABOR LIFE INSURANCE COMP Service code 28 · EIN 13-1423090 | Investment Management | $190,197 |
AMERICAN REALTY ADVISORS3+ years Filed as: MACKAY SHIELDS Service code 28 · EIN 13-5582869 | Investment Management | $160,993 |
PNC BANK, N.A.1 year Filed as: PNC BANK, NATIONAL ASSOCIATION Service code 28 · EIN 22-1146430 | Investment Management | $84,264 |
ATALANTA SOSNOFF2 years Service code 28 · EIN 20-0461050 | Investment Management | $50,348 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $125,679 | $82,546+52.3% | $140,019-10.2% | $75,289+66.9% |
| Participation rate | 92.9% | 88.4%+4.6pp | 87.5%+5.4pp | 72.4%+20.5pp |
| Annual return | 4.28% | -0.36%+4.6pp | 651.19%-646.9pp | -0.04%+4.3pp |
| Employer contribution / active EE | $13,523 | $3,856+250.7% | $5,605+141.3% | $2,405+462.3% |
| Participant deferral / active EE | $0 | $5,731-100.0% | $6,927-100.0% | $3,739-100.0% |
| Admin fee / account holder | $755 | $86+779.9% | $10,705-93.0% | $102+637.6% |