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| Provider | Service type | Compensation |
|---|---|---|
LABORERS LOCAL 231 H&W FUND10+ years Service code 13 · EIN 37-6031467 | Contract Administrator | $128,423 |
NATIONAL INVESTMENT SERVICES10+ years Filed as: NATIONAL INVESTMENT SERVICES, INC Service code 28 · EIN 84-3937993 | Investment Management | $15,968 |
JPMORGAN INVEST HOLDINGS LLC10+ years Filed as: CHEVY CHASE TRUST COMPANY Service code 28 · EIN 52-2037618 | Investment Management | $12,080 |
ROMOLO & ASSOCIATES6 years Filed as: ROMOLO & ASSOCIATES, LLC Service code 10 · EIN 84-2885766 | Accounting | $11,088 |
MARQUETTE ASSOCIATES10+ years Service code 27 · EIN 36-3485298 | Advisory (Plan) | $11,042 |
CAVANAGH & O'HARA5 years Service code 29 · EIN 37-1259635 | Legal | $5,098 |
COMMERCE BANK1 year Filed as: COMMERCE TRUST COMPANY Service code 19 · EIN 48-0962626 | Securities Custodian | $5,015 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $28,039 | $92,224-69.6% | $105,223-73.4% | $79,634-64.8% |
| Participation rate | 63.8% | 69.2%-5.3pp | 75.0%-11.2pp | 62.5%+1.4pp |
| Annual return | 5.28% | 88.65%-83.4pp | 180.65%-175.4pp | 36.46%-31.2pp |
| Employer contribution / active EE | $6,441 | $3,965+62.4% | $3,689+74.6% | $2,529+154.7% |
| Participant deferral / active EE | $0 | $3,834-100.0% | $5,072-100.0% | $3,835-100.0% |
| Admin fee / account holder | $144 | $1,121-87.2% | $8,859-98.4% | $1,002-85.7% |