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| Provider | Service type | Compensation |
|---|---|---|
LOCAL 282 WELFARE TRUST FUND9+ years Service code 50 · EIN 11-6244552 | Direct Payment | $2,015,974 |
Service code 28 · EIN 04-2895544 | Investment Management | $415,634 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 28 · EIN 06-1050034 | Investment Management | $297,560 |
AMERICAN FUNDS9+ years Filed as: CRESCENT CAPITAL HIGH INCOME FUND B Service code 28 · EIN 45-5287411 | Investment Management | $269,666 |
ULLICO8 years Filed as: ULLICO INVESTMENT ADVISORS INC. Service code 28 · EIN 52-6435649 | Investment Management | $231,759 |
AMERICAN REALTY ADVISORS9+ years Filed as: MACKAY SHIELDS Service code 28 · EIN 13-5582869 | Investment Management | $208,013 |
ULLICO9+ years Filed as: THE UNION LABOR LIFE INSURANCE COMP Service code 28 · EIN 13-1423090 | Investment Management | $188,266 |
JPMORGAN INVEST HOLDINGS LLC8 years Filed as: CHEVY CHASE TRUST COMPANY Service code 20 · EIN 52-2037618 | Investment management fees paid direc... | $178,025 |
JPMORGAN INVEST HOLDINGS LLC7 years Filed as: JPMORGAN CHASE BANK, NATIONAL ASSOC Service code 24 · EIN 13-4994650 | Discretionary Trustee | $135,610 |
ATALANTA SOSNOFF8 years Service code 28 · EIN 20-0461050 | Investment Management | $135,336 |
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 | $222,041 | $81,301+173.1% | $76,089+191.8% | $199,921+11.1% |
| Participation rate | 71.1% | 70.1%+1.1pp | 69.1%+2.0pp | 72.0%-0.9pp |
| Annual return | 5.58% | 16.31%-10.7pp | 360.94%-355.4pp | 34.28%-28.7pp |
| Employer contribution / active EE | $16,615 | $3,352+395.6% | $2,690+517.7% | $3,035+447.4% |
| Participant deferral / active EE | $0 | $4,721-100.0% | $4,259-100.0% | $5,089-100.0% |
| Admin fee / account holder | $967 | $145+566.8% | $6,418-84.9% | $269+259.3% |