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| Provider | Service type | Compensation |
|---|---|---|
WILSON-MCSHANE CORPORATION5+ years Filed as: WILSON MCSHANE CORPORATION Service code 14 · EIN 41-0956552 | Plan Administrator | $1,253,926 |
Service code 15 · EIN 06-1050034 | Recordkeeping | $573,127 |
JPMORGAN INVEST HOLDINGS LLC3 years Filed as: JPMORGAN CHASE BANK, NATIONAL ASSOC Service code 24 · EIN 13-4994650 | Discretionary Trustee | $544,987 |
THE TRUST COMPANY OF TENNESSEE5+ years Filed as: TRUST COMPANY OF THE WEST Service code 28 · EIN 95-3703295 | Investment Management | $444,931 |
THE BANK OF NEW YORK MELLON5+ years Filed as: BANK OF LABOR Service code 19 · EIN 48-0150325 | Securities Custodian | $397,140 |
PRINCIPAL LIFE INSURANCE COMPANY5+ years Filed as: PRINCIPAL GLOBAL INVESTORS Service code 28 · EIN 42-1479619 | Investment Management | $392,529 |
PNC BANK, N.A.5+ years Filed as: PNC CAPITAL ADVISORS Service code 28 · EIN 27-0640560 | Investment Management | $327,602 |
TS&W5+ years Service code 21 · EIN 26-3761443 | Bank Trustee | $292,200 |
Service code 27 · EIN 13-3200244 | Advisory (Plan) | $276,783 |
FRANKLIN TEMPLETON4 years Filed as: FRANKLIN ADVISERS, INC. Service code 28 · EIN 94-2990534 | Investment Management | $261,413 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $63,656 | $49,105+29.6% | $92,916-31.5% | $89,609-29.0% |
| Participation rate | 100.0% | 79.0%+21.0pp | 76.0%+24.0pp | 69.6%+30.4pp |
| Annual return | 11.90% | 32.35%-20.4pp | 109.45%-97.5pp | 33.65%-21.7pp |
| Employer contribution / active EE | $3,754 | $3,373+11.3% | $3,654+2.7% | $2,584+45.3% |
| Participant deferral / active EE | $0 | $2,531-100.0% | $4,238-100.0% | $4,222-100.0% |
| Admin fee / account holder | $368 | $93+297.9% | $5,796-93.6% | $72+414.2% |