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| Provider | Service type | Compensation |
|---|---|---|
WILSON-MCSHANE CORPORATION7+ years Filed as: WILSON MCSHANE CORPORATION Service code 14 · EIN 41-0956552 | Plan Administrator | $1,156,301 |
JPMORGAN INVEST HOLDINGS LLC5 years Filed as: JPMORGAN CHASE BANK, NATIONAL ASSOC Service code 24 · EIN 13-4994650 | Discretionary Trustee | $523,460 |
Filed as: PRUDENTIAL RETIREMENT INSURANCE Service code 15 · EIN 22-1211670 | Recordkeeping | $485,600 |
THE BANK OF NEW YORK MELLON7+ years Filed as: BANK OF LABOR Service code 19 · EIN 48-0150325 | Securities Custodian | $463,252 |
PRINCIPAL LIFE INSURANCE COMPANY7+ years Filed as: PRINCIPAL GLOBAL INVESTORS Service code 28 · EIN 42-1479619 | Investment Management | $348,384 |
MCMORGAN & COMPANY LLC7+ years Filed as: MCMORGAN & CO. Service code 28 · EIN 52-2334338 | Investment Management | $338,491 |
LOOMIS SAYLES2 years Filed as: LOOMIS SAYLES TRUST COMPANY Service code 28 · EIN 20-8080381 | Investment Management | $322,794 |
BLACKROCK2 years Filed as: BLACKROCK INSTITUTIONAL TRUST COMPA Service code 28 · EIN 94-3112180 | Investment Management | $287,711 |
TS&W7+ years Service code 21 · EIN 26-3761443 | Bank Trustee | $286,797 |
Service code 27 · EIN 13-3200244 | Advisory (Plan) | $256,764 |
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 | $67,198 | $65,673+2.3% | $109,191-38.5% | $106,520-36.9% |
| Participation rate | 100.0% | 82.6%+17.4pp | 75.9%+24.1pp | 71.3%+28.7pp |
| Annual return | 9.05% | 15.69%-6.6pp | 25.76%-16.7pp | 19.28%-10.2pp |
| Employer contribution / active EE | $3,974 | $4,042-1.7% | $3,723+6.7% | $2,840+39.9% |
| Participant deferral / active EE | $0 | $3,449-100.0% | $4,653-100.0% | $4,948-100.0% |
| Admin fee / account holder | $376 | $107+251.8% | $6,756-94.4% | $75+405.2% |