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| Provider | Service type | Compensation |
|---|---|---|
LABORERS LOCAL 231 H&W FUND4+ years Service code 13 · EIN 37-6031467 | Contract Administrator | $50,838 |
JPMORGAN INVEST HOLDINGS LLC4+ years Filed as: CHEVY CHASE TRUST COMPANY Service code 28 · EIN 52-2037618 | Investment Management | $17,614 |
INVESCO3 years Filed as: INVESCO TRUST COMPANY Service code 28 · EIN 46-3793325 | Investment Management | $15,067 |
MARQUETTE ASSOCIATES4+ years Service code 27 · EIN 36-3485298 | Advisory (Plan) | $10,000 |
NATIONAL INVESTMENT SERVICES4+ years Filed as: NATIONAL INVESTMENT SERVICES, INC Service code 28 · EIN 80-0169636 | Investment Management | $8,794 |
ROMOLO & ASSOCIATES4+ years Service code 10 · EIN 37-1077733 | Accounting | $8,250 |
THE SEGAL COMPANY1 year Filed as: THE SEGAL COMPANY (MIDWEST), INC Service code 11 · EIN 13-1975125 | Actuarial | $7,090 |
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 | $17,932 | $66,601-73.1% | $92,909-80.7% | $67,579-73.5% |
| Participation rate | 100.0% | 72.5%+27.5pp | 76.0%+24.0pp | 71.3%+28.7pp |
| Annual return | 4.31% | 92.58%-88.3pp | 109.44%-105.1pp | 378.56%-374.2pp |
| Employer contribution / active EE | $4,840 | $2,775+74.4% | $3,653+32.5% | $2,148+125.4% |
| Participant deferral / active EE | $0 | $3,157-100.0% | $4,238-100.0% | $3,539-100.0% |
| Admin fee / account holder | $112 | $199-43.6% | $5,795-98.1% | $142-21.2% |