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| Provider | Service type | Compensation |
|---|---|---|
WILSON-MCSHANE CORPORATION4+ years Filed as: WILSON MCSHANE CORPORATION Service code 14 · EIN 41-0956552 | Plan Administrator | $1,064,699 |
JPMORGAN INVEST HOLDINGS LLC2 years Filed as: JPMORGAN CHASE BANK, NATIONAL ASSOC Service code 24 · EIN 13-4994650 | Discretionary Trustee | $625,173 |
Service code 15 · EIN 06-1050034 | Recordkeeping | $577,516 |
THE TRUST COMPANY OF TENNESSEE4+ years Filed as: TRUST COMPANY OF THE WEST Service code 28 · EIN 95-3703295 | Investment Management | $430,914 |
THE BANK OF NEW YORK MELLON4+ years Filed as: BANK OF LABOR Service code 19 · EIN 48-0150325 | Securities Custodian | $384,998 |
RBC GLOBAL ASSET MANAGEMENT4+ years Filed as: RBC GLOBAL ASSET MGMT Service code 28 · EIN 41-1460668 | Investment Management | $384,712 |
PRINCIPAL LIFE INSURANCE COMPANY4+ years Filed as: PRINCIPAL GLOBAL INVESTORS Service code 28 · EIN 42-1479618 | Investment Management | $379,736 |
PNC BANK, N.A.4+ years Filed as: PNC CAPITAL ADVISORS Service code 28 · EIN 22-1146430 | Investment Management | $314,445 |
TS&W4+ years Service code 21 · EIN 26-3761443 | Bank Trustee | $307,845 |
Service code 27 · EIN 13-3200244 | Advisory (Plan) | $283,714 |
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 | $58,070 | $49,973+16.2% | $83,831-30.7% | $73,367-20.8% |
| Participation rate | 100.0% | 77.8%+22.2pp | 76.1%+23.9pp | 69.5%+30.5pp |
| Annual return | -5.67% | 0.83%-6.5pp | 850.99%-856.7pp | 173.45%-179.1pp |
| Employer contribution / active EE | $3,905 | $3,293+18.6% | $3,631+7.5% | $2,499+56.3% |
| Participant deferral / active EE | $0 | $2,341-100.0% | $4,082-100.0% | $4,033-100.0% |
| Admin fee / account holder | $353 | $95+270.7% | $5,479-93.6% | $68+416.5% |