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| Provider | Service type | Compensation |
|---|---|---|
Filed as: MERRILL LYNCH, PIERCE, FENNER Service code 26 · EIN 13-5674085 | Advisory (Participants) | $212,526 |
Filed as: JOHN HANCOCK RETIREMENT PLAN SVCS Service code 28 690 CANTON STREET · WESTWOOD, MA 02090 | Investment Management | $69,129 |
BENEFIT PLANNING CONSULTANTS4+ years Service code 14 · EIN 36-3036100 | Plan Administrator | $66,328 |
Service code 10 · EIN 30-0510353 | Accounting | $59,486 |
WELLS FARGO BANK, N.A.1 year Filed as: WELLS FARGO ADVISORS Service code 28 2237 S. NEIL ST. · CHAMPAIGN, IL 61820 | Investment Management | $35,669 |
CHARLES SCHWAB & CO., INC.4+ years Filed as: CHARLES BLACK Service code 20 · EIN 37-6122834 | Trustee (individual) | $13,644 |
IRONWORKERS LOCAL UNION 3804+ years Service code 14 · EIN 37-6122834 | Plan Administrator | $6,000 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $56,863 | $66,601-14.6% | $92,909-38.8% | $67,579-15.9% |
| Participation rate | 97.2% | 72.5%+24.7pp | 76.0%+21.2pp | 71.3%+25.9pp |
| Annual return | 2.37% | 92.58%-90.2pp | 109.44%-107.1pp | 378.56%-376.2pp |
| Employer contribution / active EE | $5,975 | $2,775+115.3% | $3,653+63.6% | $2,148+178.2% |
| Participant deferral / active EE | $0 | $3,157-100.0% | $4,238-100.0% | $3,539-100.0% |
| Admin fee / account holder | $491 | $199+147.1% | $5,795-91.5% | $142+245.4% |