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| Provider | Service type | Compensation |
|---|---|---|
WILSON-MCSHANE CORPORATION3+ years Filed as: WILSON MCSHANE CORPORATION Service code 14 · EIN 41-0956552 | Plan Administrator | $1,168,636 |
Filed as: JPMORGAN CHASE BANK, NATIONAL ASSOC Service code 24 · EIN 13-4994650 | Discretionary Trustee | $647,690 |
Service code 15 · EIN 06-1050034 | Recordkeeping | $606,408 |
THE TRUST COMPANY OF TENNESSEE3+ years Filed as: TRUST COMPANY OF THE WEST Service code 28 · EIN 95-3703295 | Investment Management | $429,006 |
RBC GLOBAL ASSET MANAGEMENT3+ years Filed as: RBC GLOBAL ASSET MGMT Service code 28 · EIN 41-1460668 | Investment Management | $395,452 |
PRINCIPAL LIFE INSURANCE COMPANY3+ years Filed as: PRINCIPAL GLOBAL INVESTORS Service code 28 · EIN 42-1479618 | Investment Management | $387,004 |
THE BANK OF NEW YORK MELLON3+ years Filed as: BANK OF LABOR Service code 19 · EIN 48-0150325 | Securities Custodian | $378,224 |
PNC BANK, N.A.3+ years Filed as: PNC CAPITAL ADVISORS Service code 28 · EIN 22-1146430 | Investment Management | $312,720 |
TS&W3+ years Service code 21 · EIN 26-3761443 | Bank Trustee | $308,335 |
Service code 27 · EIN 13-3200244 | Advisory (Plan) | $279,602 |
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 | $62,310 | $54,788+13.7% | $92,240-32.4% | $80,976-23.1% |
| Participation rate | 100.0% | 77.1%+22.9pp | 76.5%+23.5pp | 68.3%+31.7pp |
| Annual return | 6.30% | 13.07%-6.8pp | 176.29%-170.0pp | 22.91%-16.6pp |
| Employer contribution / active EE | $3,697 | $3,430+7.8% | $3,680+0.5% | $2,402+53.9% |
| Participant deferral / active EE | $0 | $2,438-100.0% | $3,897-100.0% | $3,848-100.0% |
| Admin fee / account holder | $348 | $96+262.5% | $5,194-93.3% | $67+415.3% |