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| Provider | Service type | Compensation |
|---|---|---|
WILSON-MCSHANE CORPORATION10+ years Filed as: WILSON MCSHANE CORPORATION Service code 14 · EIN 41-0956552 | Plan Administrator | $1,110,542 |
THE BANK OF NEW YORK MELLON10+ years Filed as: BANK OF LABOR Service code 19 · EIN 48-0150325 | Securities Custodian | $1,034,144 |
JPMORGAN INVEST HOLDINGS LLC8 years Filed as: JPMORGAN CHASE BANK, NATIONAL ASSOC Service code 24 · EIN 13-4994650 | Discretionary Trustee | $544,197 |
PGIM INVESTMENTS3 years Filed as: PGIM RETIREMENT REAL ESTATE FUND II Service code 15 · EIN 83-1921274 | Recordkeeping | $412,297 |
PRINCIPAL LIFE INSURANCE COMPANY10+ years Filed as: PRINCIPAL GLOBAL INVESTORS Service code 28 · EIN 42-1480096 | Investment Management | $382,172 |
CALLAN ASSOCIATES10+ years Filed as: CALLAN & ASSOCIATES, INC. Service code 17 · EIN 82-2748926 | Pension Consulting | $345,000 |
Filed as: REINHART BOERNER VAN DEUREN, S.C. Service code 29 · EIN 39-1126909 | Legal | $343,699 |
MCMORGAN & COMPANY LLC10+ years Filed as: MCMORGAN & CO. Service code 28 · EIN 52-2334338 | Investment Management | $337,026 |
LOOMIS SAYLES5 years Filed as: LOOMIS SAYLES TRUST COMPANY Service code 28 · EIN 20-8080381 | Investment Management | $311,068 |
TS&W10+ years Service code 21 · EIN 26-3761443 | Bank Trustee | $304,918 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $44,963 | $63,356-29.0% | $102,437-56.1% | $106,553-57.8% |
| Participation rate | 100.0% | 84.3%+15.7pp | 74.5%+25.5pp | 69.8%+30.2pp |
| Annual return | 8.59% | 14.77%-6.2pp | 24.95%-16.4pp | 17.37%-8.8pp |
| Employer contribution / active EE | $3,008 | $4,310-30.2% | $3,871-22.3% | $3,359-10.4% |
| Participant deferral / active EE | $0 | $3,479-100.0% | $5,060-100.0% | $5,562-100.0% |
| Admin fee / account holder | $264 | $110+139.9% | $8,388-96.8% | $80+231.8% |