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| Provider | Service type | Compensation |
|---|---|---|
WILSON-MCSHANE CORPORATION6+ years Filed as: WILSON MCSHANE CORPORATION Service code 14 · EIN 41-0956552 | Plan Administrator | $1,251,946 |
JPMORGAN INVEST HOLDINGS LLC4 years Filed as: JPMORGAN CHASE BANK, NATIONAL ASSOC Service code 24 · EIN 13-4994650 | Discretionary Trustee | $509,163 |
Service code 15 · EIN 06-1050034 | Recordkeeping | $464,825 |
THE BANK OF NEW YORK MELLON6+ years Filed as: BANK OF LABOR Service code 19 · EIN 48-0150325 | Securities Custodian | $431,227 |
PRINCIPAL LIFE INSURANCE COMPANY6+ years Filed as: PRINCIPAL GLOBAL INVESTORS Service code 28 · EIN 42-1479619 | Investment Management | $346,835 |
MCMORGAN & COMPANY LLC6+ years Filed as: MCMORGAN & CO. Service code 28 · EIN 52-2334338 | Investment Management | $299,977 |
TS&W6+ years Service code 21 · EIN 26-3761443 | Bank Trustee | $277,085 |
Service code 27 · EIN 13-3200244 | Advisory (Plan) | $274,652 |
THE TRUST COMPANY OF TENNESSEE6+ years Filed as: TRUST COMPANY OF THE WEST Service code 28 · EIN 95-3703295 | Investment Management | $273,747 |
CALLAN ASSOCIATES6+ years Filed as: CALLAN & ASSOCIATES, INC. Service code 17 · EIN 94-2192581 | Pension Consulting | $243,202 |
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 | $63,164 | $52,155+21.1% | $101,275-37.6% | $106,273-40.6% |
| Participation rate | 100.0% | 81.2%+18.8pp | 75.8%+24.2pp | 70.8%+29.2pp |
| Annual return | 2.14% | 13.07%-10.9pp | 46.46%-44.3pp | 21.70%-19.6pp |
| Employer contribution / active EE | $3,212 | $3,414-5.9% | $3,660-12.2% | $2,722+18.0% |
| Participant deferral / active EE | $0 | $2,716-100.0% | $4,370-100.0% | $4,601-100.0% |
| Admin fee / account holder | $386 | $102+279.8% | $5,948-93.5% | $78+392.5% |