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| Provider | Service type | Compensation |
|---|---|---|
WILSON-MCSHANE CORPORATION9+ years Filed as: WILSON MCSHANE CORPORATION Service code 14 · EIN 41-0956552 | Plan Administrator | $1,071,389 |
JPMORGAN INVEST HOLDINGS LLC7 years Filed as: JPMORGAN CHASE BANK, NATIONAL ASSOC Service code 24 · EIN 13-4994650 | Discretionary Trustee | $459,030 |
THE BANK OF NEW YORK MELLON9+ years Filed as: BANK OF LABOR Service code 19 · EIN 48-0150325 | Securities Custodian | $443,145 |
PGIM INVESTMENTS2 years Filed as: PGIM RETIREMENT REAL ESTATE FUND II Service code 15 · EIN 83-1921274 | Recordkeeping | $442,005 |
PRINCIPAL LIFE INSURANCE COMPANY9+ years Filed as: PRINCIPAL GLOBAL INVESTORS Service code 28 · EIN 42-1479619 | Investment Management | $334,449 |
MCMORGAN & COMPANY LLC9+ years Filed as: MCMORGAN & CO. Service code 28 · EIN 52-2334338 | Investment Management | $316,361 |
LOOMIS SAYLES4 years Filed as: LOOMIS SAYLES TRUST COMPANY Service code 28 · EIN 20-8080381 | Investment Management | $288,873 |
TS&W9+ years Service code 21 · EIN 26-3761443 | Bank Trustee | $265,915 |
BLACKROCK4 years Filed as: BLACKROCK INSTITUTIONAL TRUST COMPA Service code 21 · EIN 94-3112180 | Bank Trustee | $254,921 |
Service code 27 · EIN 13-3200244 | Advisory (Plan) | $239,098 |
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 | $64,077 | $55,730+15.0% | $96,543-33.6% | $96,393-33.5% |
| Participation rate | 100.0% | 82.8%+17.2pp | 74.3%+25.7pp | 71.3%+28.7pp |
| Annual return | 7.08% | 12.78%-5.7pp | 35.75%-28.7pp | 22.88%-15.8pp |
| Employer contribution / active EE | $4,583 | $4,014+14.2% | $3,741+22.5% | $3,239+41.5% |
| Participant deferral / active EE | $0 | $3,393-100.0% | $4,880-100.0% | $5,455-100.0% |
| Admin fee / account holder | $371 | $105+251.4% | $6,737-94.5% | $74+401.6% |