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| Provider | Service type | Compensation |
|---|---|---|
WILSON-MCSHANE CORPORATION8+ years Filed as: WILSON MCSHANE CORPORATION Service code 14 · EIN 41-0956552 | Plan Administrator | $1,168,694 |
PGIM INVESTMENTS1 year Filed as: PGIM RETIREMENT REAL ESTATE FUND II Service code 15 · EIN 83-1921274 | Recordkeeping | $520,815 |
THE BANK OF NEW YORK MELLON8+ years Filed as: BANK OF LABOR Service code 19 · EIN 48-0150325 | Securities Custodian | $435,412 |
JPMORGAN INVEST HOLDINGS LLC6 years Filed as: JPMORGAN CHASE BANK, NATIONAL ASSOC Service code 24 · EIN 13-4994650 | Discretionary Trustee | $402,745 |
MCMORGAN & COMPANY LLC8+ years Filed as: MCMORGAN & CO. Service code 28 · EIN 52-2334338 | Investment Management | $311,110 |
PRINCIPAL LIFE INSURANCE COMPANY8+ years Filed as: PRINCIPAL GLOBAL INVESTORS Service code 28 · EIN 42-1479619 | Investment Management | $297,092 |
LOOMIS SAYLES3 years Filed as: LOOMIS SAYLES TRUST COMPANY Service code 28 · EIN 20-8080381 | Investment Management | $294,381 |
BLACKROCK3 years Filed as: BLACKROCK INSTITUTIONAL TRUST COMPA Service code 28 · EIN 94-3112180 | Investment Management | $258,832 |
CALLAN ASSOCIATES8+ years Filed as: CALLAN & ASSOCIATES, INC. Service code 17 · EIN 82-2748926 | Pension Consulting | $250,221 |
TS&W8+ years Service code 21 · EIN 26-3761443 | Bank Trustee | $240,892 |
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 | $59,920 | $51,785+15.7% | $112,270-46.6% | $89,433-33.0% |
| Participation rate | 100.0% | 82.2%+17.8pp | 75.1%+24.9pp | 71.3%+28.7pp |
| Annual return | -10.55% | -11.06%+0.5pp | 27.49%-38.0pp | -11.88%+1.3pp |
| Employer contribution / active EE | $4,644 | $3,782+22.8% | $3,635+27.7% | $3,021+53.7% |
| Participant deferral / active EE | $0 | $3,425-100.0% | $4,729-100.0% | $5,125-100.0% |
| Admin fee / account holder | $366 | $102+260.9% | $6,411-94.3% | $79+361.6% |