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| Provider | Service type | Compensation |
|---|---|---|
SO CA IBEW-NECA ADMIN. CORP.2+ years Service code 13 · EIN 03-0512258 | Contract Administrator | $1,346,889 |
Filed as: JOHN HANCOCK Service code 13 690 CANTON ST · WESTWOOD, MA 02090 | Contract Administrator | $575,285 |
EARNEST PARTNERS, LLC2+ years Service code 51 · EIN 58-2386669 | Investment Mgmt Fees | $180,630 |
DODGE & COX2+ years Service code 51 · EIN 94-1441976 | Investment Mgmt Fees | $176,210 |
BOSTON PARTNERS2+ years Filed as: BOSTON PARTNERS ASSET MANAGEMENT Service code 51 · EIN 01-3270358 | Investment Mgmt Fees | $130,878 |
THE BANK OF NEW YORK MELLON2+ years Filed as: THE BANK OF NEW YORK MELLON TR. CO. Service code 19 · EIN 13-5160382 | Securities Custodian | $105,806 |
MARCO CONSULTING GROUP2+ years Filed as: MARCO CONSULTING GROUP, INC. Service code 27 · EIN 36-3555078 | Advisory (Plan) | $100,000 |
MILLER KAPLAN ARASE LLP2+ years Service code 10 · EIN 95-2036255 | Accounting | $68,001 |
INTECH INVESTMENT MANAGEMENT LLC2+ years Filed as: INTECH INVESTMENT MANAGEMENT, LLC Service code 28 · EIN 01-0614895 | Investment Management | $34,352 |
Filed as: LAW OFFICES OF CARROLL & SCULLY Service code 29 · EIN 94-2690827 | Legal | $16,015 |
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.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $61,805 | $54,788+12.8% | $92,240-33.0% | $80,976-23.7% |
| Participation rate | 50.4% | 77.1%-26.7pp | 76.5%-26.1pp | 68.3%-17.9pp |
| Annual return | 7.89% | 13.07%-5.2pp | 176.29%-168.4pp | 22.91%-15.0pp |
| Employer contribution / active EE | $2,135 | $3,430-37.7% | $3,680-42.0% | $2,402-11.1% |
| Participant deferral / active EE | $0 | $2,438-100.0% | $3,897-100.0% | $3,848-100.0% |
| Admin fee / account holder | $266 | $96+177.5% | $5,194-94.9% | $67+294.4% |