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| Provider | Service type | Compensation |
|---|---|---|
LOCAL 282 WELFARE TRUST FUND5+ years Service code 15 · EIN 11-6244552 | Recordkeeping | $1,884,079 |
Service code 28 · EIN 04-2895544 | Investment Management | $392,824 |
Filed as: PRUDENTIAL RETIREMENT INSURANCE Service code 28 · EIN 06-1050034 | Investment Management | $314,199 |
JPMORGAN INVEST HOLDINGS LLC4 years Filed as: CHEVY CHASE TRUST COMPANY Service code 28 · EIN 52-2037618 | Investment Management | $261,931 |
AMERICAN FUNDS5+ years Filed as: CRESCENT CAPITAL HIGH INCOME FUND B Service code 28 · EIN 45-5287411 | Investment Management | $214,881 |
ULLICO5+ years Filed as: THE UNION LABOR LIFE INSURANCE COMP Service code 28 · EIN 13-1423090 | Investment Management | $203,949 |
ULLICO4 years Filed as: ULLICO INVESTMENT ADVISORS INC. Service code 28 · EIN 52-6435649 | Investment Management | $203,159 |
AMERICAN REALTY ADVISORS5+ years Filed as: MACKAY SHIELDS Service code 28 · EIN 13-5582869 | Investment Management | $202,797 |
PNC BANK, N.A.3 years Filed as: PNC BANK, NATIONAL ASSOCIATION Service code 28 · EIN 22-1146430 | Investment Management | $100,386 |
JPMORGAN INVEST HOLDINGS LLC3 years Filed as: JPMORGAN CHASE BANK, NATIONAL ASSOC Service code 24 · EIN 13-4994650 | Discretionary Trustee | $80,487 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $174,811 | $110,699+57.9% | $177,839-1.7% | $90,274+93.6% |
| Participation rate | 64.7% | 88.3%-23.7pp | 87.7%-23.1pp | 73.4%-8.7pp |
| Annual return | 5.01% | 22.79%-17.8pp | 48.33%-43.3pp | 53.97%-49.0pp |
| Employer contribution / active EE | $14,460 | $4,118+251.1% | $5,919+144.3% | $2,523+473.0% |
| Participant deferral / active EE | $0 | $6,731-100.0% | $7,714-100.0% | $4,231-100.0% |
| Admin fee / account holder | $810 | $90+800.3% | $12,432-93.5% | $114+610.5% |