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| Provider | Service type | Compensation |
|---|---|---|
LOCAL 282 WELFARE TRUST FUND8+ years Service code 50 · EIN 11-6244552 | Direct Payment | $1,982,588 |
Filed as: PRUDENTIAL RETIREMENT INSURANCE Service code 28 · EIN 06-1050034 | Investment Management | $438,542 |
Service code 28 · EIN 04-2895544 | Investment Management | $404,070 |
AMERICAN FUNDS8+ years Filed as: CRESCENT CAPITAL HIGH INCOME FUND B Service code 28 · EIN 45-5287411 | Investment Management | $252,540 |
JPMORGAN INVEST HOLDINGS LLC7 years Filed as: CHEVY CHASE TRUST COMPANY Service code 28 · EIN 52-2037618 | Investment Management | $237,314 |
ULLICO7 years Filed as: ULLICO INVESTMENT ADVISORS INC. Service code 28 · EIN 52-6435649 | Investment Management | $212,098 |
AMERICAN REALTY ADVISORS8+ years Filed as: MACKAY SHIELDS Service code 28 · EIN 13-5582869 | Investment Management | $197,949 |
ULLICO8+ years Filed as: THE UNION LABOR LIFE INSURANCE COMP Service code 28 · EIN 13-1423090 | Investment Management | $179,713 |
JPMORGAN INVEST HOLDINGS LLC6 years Filed as: JPMORGAN CHASE BANK, NATIONAL ASSOC Service code 24 · EIN 13-4994650 | Discretionary Trustee | $127,712 |
ATALANTA SOSNOFF7 years Service code 28 · EIN 20-0461050 | Investment Management | $119,598 |
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.
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $215,908 | $112,686+91.6% | $169,993+27.0% | $80,160+169.3% |
| Participation rate | 70.0% | 87.4%-17.4pp | 87.0%-17.0pp | 72.9%-2.9pp |
| Annual return | 4.18% | 67.04%-62.9pp | 53.37%-49.2pp | 40.38%-36.2pp |
| Employer contribution / active EE | $15,915 | $4,481+255.1% | $6,785+134.6% | $2,978+434.5% |
| Participant deferral / active EE | $0 | $7,876-100.0% | $10,408-100.0% | $5,017-100.0% |
| Admin fee / account holder | $972 | $99+880.7% | $12,815-92.4% | $145+570.6% |