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| Provider | Service type | Compensation |
|---|---|---|
LABORERS LOCAL 231 H&W FUND1+ years Service code 13 · EIN 37-6031467 | Contract Administrator | $59,711 |
JPMORGAN INVEST HOLDINGS LLC1+ years Filed as: CHEVY CHASE TRUST COMPANY Service code 28 · EIN 52-2037618 | Investment Management | $15,004 |
NATIONAL INVESTMENT SERVICES1+ years Filed as: NATIONAL INVESTMENT SERVICES, INC Service code 28 · EIN 80-0169636 | Investment Management | $13,208 |
INVESCO1+ years Filed as: INVESCO STABLE VALUE TRUST Service code 28 · EIN 58-1707262 | Investment Management | $12,263 |
MARQUETTE ASSOCIATES1+ years Service code 27 · EIN 36-3485298 | Advisory (Plan) | $10,000 |
ROMOLO & ASSOCIATES1+ years Service code 10 · EIN 37-1077733 | Accounting | $7,500 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $16,357 | $57,921-71.8% | $84,753-80.7% | $57,658-71.6% |
| Participation rate | 100.0% | 72.9%+27.1pp | 76.6%+23.4pp | 70.2%+29.8pp |
| Annual return | 1.38% | 10.24%-8.9pp | 22.78%-21.4pp | 5.13%-3.8pp |
| Employer contribution / active EE | $5,568 | $2,598+114.3% | $3,574+55.8% | $1,974+182.1% |
| Participant deferral / active EE | $0 | $2,742-100.0% | $3,712-100.0% | $3,061-100.0% |
| Admin fee / account holder | $124 | $130-4.5% | $5,333-97.7% | $95+31.0% |