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| Provider | Service type | Compensation |
|---|---|---|
LABORERS LOCAL 231 H&W FUND5+ years Service code 13 · EIN 37-6031467 | Contract Administrator | $67,720 |
JPMORGAN INVEST HOLDINGS LLC5+ years Filed as: CHEVY CHASE TRUST COMPANY Service code 28 · EIN 52-2037618 | Investment Management | $18,238 |
INVESCO4 years Filed as: INVESCO TRUST COMPANY Service code 28 · EIN 46-3793325 | Investment Management | $17,033 |
NATIONAL INVESTMENT SERVICES5+ years Filed as: NATIONAL INVESTMENT SERVICES, INC Service code 28 · EIN 84-3937993 | Investment Management | $10,032 |
MARQUETTE ASSOCIATES5+ years Service code 27 · EIN 36-3485298 | Advisory (Plan) | $10,000 |
ROMOLO & ASSOCIATES1 year Filed as: ROMOLO & ASSOCIATES, LLC Service code 10 · EIN 84-2885766 | Accounting | $9,000 |
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.
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 | $18,413 | $91,517-79.9% | $101,271-81.8% | $73,412-74.9% |
| Participation rate | 69.7% | 73.8%-4.1pp | 75.8%-6.1pp | 72.2%-2.5pp |
| Annual return | -0.30% | 17.17%-17.5pp | 46.48%-46.8pp | 59.30%-59.6pp |
| Employer contribution / active EE | $4,325 | $2,877+50.3% | $3,660+18.2% | $2,234+93.6% |
| Participant deferral / active EE | $0 | $3,338-100.0% | $4,371-100.0% | $3,806-100.0% |
| Admin fee / account holder | $121 | $216-44.1% | $5,948-98.0% | $158-23.5% |