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| Provider | Service type | Compensation |
|---|---|---|
Filed as: JOHN HANCOCK TRUST COMPANY LLC Service code 15 · EIN 01-0234446 | Recordkeeping | $414,195 |
I.B.E.W. 292 HEALTH CARE PLAN2+ years Service code 15 · EIN 41-1384754 | Recordkeeping | $268,725 |
MARATHON ASSET MANAGEMENT2+ years Filed as: MARATHON ASSET MANAGEMENT LLP Service code 28 · EIN 22-3321401 | Investment Management | $195,958 |
WEDGE CAPITAL MANAGEMENT2+ years Service code 28 · EIN 56-1557450 | Investment Management | $120,471 |
VICTORY2+ years Filed as: VICTORY CAPITAL MANAGEMENT, INC. Service code 28 · EIN 13-2700161 | Investment Management | $92,035 |
SMITH ASSET MANAGEMENT GROUP2+ years Service code 28 · EIN 75-2620252 | Investment Management | $90,377 |
BMO HARRIS BANK NA2+ years Service code 19 · EIN 36-2085229 | Securities Custodian | $86,480 |
INDEPENDENT FINANCIAL PARTNERS2+ years Filed as: SIERRA INVESTMENT PARTNERS, INC. Service code 28 · EIN 68-0370668 | Investment Management | $77,646 |
THE SEGAL COMPANY1 year Filed as: SEGAL MARCO ADVISORS Service code 27 · EIN 13-2646110 | Advisory (Plan) | $70,082 |
WELLS FARGO BANK, N.A.2+ years Filed as: GALLIARD CAPITAL MANAGEMENT, INC. Service code 28 · EIN 41-1813702 | Investment Management | $54,573 |
Counterparties on defaulted loans (Part 1), defaulted leases (Part 2), and non-exempt prohibited transactions (Part 3). Presence of any row warrants fiduciary review.
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Participant contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $109,817 | $59,184+85.6% | $92,240+19.1% | $177,276-38.1% |
| Participation rate | 80.5% | 85.6%-5.1pp | 76.5%+4.0pp | 74.8%+5.7pp |
| Annual return | 11.10% | 15.88%-4.8pp | 176.29%-165.2pp | 21.25%-10.2pp |
| Employer contribution / active EE | $3,155 | $2,985+5.7% | $3,680-14.3% | $2,479+27.3% |
| Participant deferral / active EE | $1,016 | $2,859-64.5% | $3,897-73.9% | $3,881-73.8% |
| Admin fee / account holder | $397 | $98+303.9% | $5,194-92.3% | $154+157.9% |