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| Provider | Service type | Compensation |
|---|---|---|
SO CA IBEW-NECA ADMIN. CORP.1+ years Service code 13 · EIN 03-0512258 | Contract Administrator | $1,281,182 |
Filed as: JOHN HANCOCK Service code 13 690 CANTON ST · WESTWOOD, MA 02090 | Contract Administrator | $564,527 |
DODGE & COX1+ years Service code 51 · EIN 94-1441976 | Investment Mgmt Fees | $191,836 |
EARNEST PARTNERS, LLC1+ years Service code 51 · EIN 58-2386669 | Investment Mgmt Fees | $185,062 |
THE BANK OF NEW YORK MELLON1+ years Filed as: THE BANK OF NEW YORK MELLON TR. CO. Service code 19 · EIN 13-5160382 | Securities Custodian | $149,733 |
BOSTON PARTNERS1+ years Filed as: BOSTON PARTNERS ASSET MANAGEMENT Service code 51 · EIN 01-3270358 | Investment Mgmt Fees | $146,359 |
WELLINGTON TRUST COMPANY1+ years Filed as: WELLINGTON MANAGEMENT COMPANY, LLP Service code 51 · EIN 04-2683227 | Investment Mgmt Fees | $113,583 |
MARCO CONSULTING GROUP1+ years Filed as: MARCO CONSULTING GROUP, INC. Service code 27 · EIN 36-3555078 | Advisory (Plan) | $100,000 |
MILLER KAPLAN ARASE LLP1+ years Service code 10 · EIN 95-2036255 | Accounting | $66,680 |
INTECH INVESTMENT MANAGEMENT LLC1+ years Filed as: INTECH INVESTMENT MANAGEMENT, LLC Service code 28 · EIN 01-0614895 | Investment Management | $32,335 |
Counterparties on defaulted loans (Part 1), defaulted leases (Part 2), and non-exempt prohibited transactions (Part 3). Presence of any row warrants fiduciary review.
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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $57,151 | $51,897+10.1% | $84,753-32.6% | $329,111-82.6% |
| Participation rate | 51.8% | 73.2%-21.4pp | 76.6%-24.8pp | 67.9%-16.1pp |
| Annual return | -10.13% | 11.82%-21.9pp | 22.78%-32.9pp | 16.35%-26.5pp |
| Employer contribution / active EE | $1,943 | $3,022-35.7% | $3,574-45.6% | $2,303-15.7% |
| Participant deferral / active EE | $0 | $2,346-100.0% | $3,712-100.0% | $3,682-100.0% |
| Admin fee / account holder | $271 | $97+179.9% | $5,333-94.9% | $754-64.0% |