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| Provider | Service type | Compensation |
|---|---|---|
LABORERS LOCAL 231 H&W FUND3+ years Service code 13 · EIN 37-6031467 | Contract Administrator | $40,356 |
JPMORGAN INVEST HOLDINGS LLC3+ years Filed as: CHEVY CHASE TRUST COMPANY Service code 28 · EIN 52-2037618 | Investment Management | $16,574 |
INVESCO2 years Filed as: INVESCO TRUST COMPANY Service code 28 · EIN 46-3793325 | Investment Management | $14,045 |
MARQUETTE ASSOCIATES3+ years Service code 27 · EIN 36-3485298 | Advisory (Plan) | $10,000 |
NATIONAL INVESTMENT SERVICES3+ years Filed as: NATIONAL INVESTMENT SERVICES, INC Service code 28 · EIN 80-0169636 | Investment Management | $8,410 |
ROMOLO & ASSOCIATES3+ years Service code 10 · EIN 37-1077733 | Accounting | $8,250 |
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 | $17,258 | $56,443-69.4% | $83,830-79.4% | $55,725-69.0% |
| Participation rate | 98.8% | 72.0%+26.8pp | 76.1%+22.7pp | 70.9%+28.0pp |
| Annual return | 4.58% | 393.67%-389.1pp | 850.97%-846.4pp | 244.93%-240.4pp |
| Employer contribution / active EE | $4,210 | $2,682+57.0% | $3,631+16.0% | $2,078+102.6% |
| Participant deferral / active EE | $0 | $2,965-100.0% | $4,082-100.0% | $3,356-100.0% |
| Admin fee / account holder | $99 | $156-36.6% | $5,479-98.2% | $115-14.1% |