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 FUND6+ years Service code 50 · EIN 11-6244552 | Direct Payment | $2,004,707 |
Service code 28 · EIN 04-2895544 | Investment Management | $405,125 |
Filed as: PRUDENTIAL RETIREMENT INSURANCE Service code 28 · EIN 06-1050034 | Investment Management | $328,940 |
JPMORGAN INVEST HOLDINGS LLC5 years Filed as: CHEVY CHASE TRUST COMPANY Service code 28 · EIN 52-2037618 | Investment Management | $310,600 |
AMERICAN FUNDS6+ years Filed as: CRESCENT CAPITAL HIGH INCOME FUND B Service code 28 · EIN 45-5287411 | Investment Management | $238,562 |
AMERICAN REALTY ADVISORS6+ years Filed as: MACKAY SHIELDS Service code 28 · EIN 13-5582869 | Investment Management | $208,708 |
ULLICO6+ years Filed as: THE UNION LABOR LIFE INSURANCE COMP Service code 28 · EIN 13-1423090 | Investment Management | $208,635 |
ULLICO5 years Filed as: ULLICO INVESTMENT ADVISORS INC. Service code 28 · EIN 52-6435649 | Investment Management | $194,587 |
PNC BANK, N.A.4 years Filed as: PNC BANK, NATIONAL ASSOCIATION Service code 28 · EIN 22-1146430 | Investment Management | $99,380 |
JPMORGAN INVEST HOLDINGS LLC4 years Filed as: JPMORGAN CHASE BANK, NATIONAL ASSOC Service code 24 · EIN 13-4994650 | Discretionary Trustee | $97,255 |
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 | $188,301 | $118,337+59.1% | $189,534-0.7% | $93,010+102.5% |
| Participation rate | 61.3% | 89.1%-27.8pp | 87.8%-26.6pp | 73.9%-12.6pp |
| Annual return | 5.58% | 21.77%-16.2pp | 555.39%-549.8pp | 158.70%-153.1pp |
| Employer contribution / active EE | $12,751 | $4,204+203.3% | $6,162+106.9% | $2,705+371.3% |
| Participant deferral / active EE | $0 | $7,123-100.0% | $8,220-100.0% | $4,561-100.0% |
| Admin fee / account holder | $878 | $100+781.1% | $12,049-92.7% | $152+478.9% |