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| Provider | Service type | Compensation |
|---|---|---|
SO CA IBEW-NECA ADMIN. CORP.3+ years Service code 13 · EIN 03-0512258 | Contract Administrator | $1,396,012 |
Filed as: JOHN HANCOCK Service code 13 690 CANTON ST · WESTWOOD, MA 02090 | Contract Administrator | $586,030 |
ULLICO1 year Service code 20 · EIN 52-6435649 | Investment management fees paid direc... | $436,105 |
EARNEST PARTNERS, LLC3+ years Service code 51 · EIN 58-2386669 | Investment Mgmt Fees | $336,623 |
DODGE & COX3+ years Service code 51 · EIN 94-1441976 | Investment Mgmt Fees | $177,285 |
THE BANK OF NEW YORK MELLON3+ years Filed as: THE BANK OF NEW YORK MELLON TR. CO. Service code 19 · EIN 13-5160382 | Securities Custodian | $161,011 |
BOSTON PARTNERS3+ years Filed as: BOSTON PARTNERS ASSET MANAGEMENT Service code 51 · EIN 01-3270358 | Investment Mgmt Fees | $144,587 |
THE SEGAL COMPANY1 year Filed as: SEGAL MARCO ADVISORS Service code 27 · EIN 36-3555078 | Advisory (Plan) | $100,000 |
MILLER KAPLAN ARASE LLP3+ years Service code 10 · EIN 95-2036255 | Accounting | $69,483 |
INTECH INVESTMENT MANAGEMENT LLC3+ years Filed as: INTECH INVESTMENT MANAGEMENT, LLC Service code 28 · EIN 01-0614895 | Investment Management | $29,629 |
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.
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 | $65,000 | $49,973+30.1% | $83,831-22.5% | $73,367-11.4% |
| Participation rate | 49.5% | 77.8%-28.3pp | 76.1%-26.6pp | 69.5%-19.9pp |
| Annual return | 4.88% | 0.83%+4.0pp | 850.99%-846.1pp | 173.45%-168.6pp |
| Employer contribution / active EE | $2,141 | $3,293-35.0% | $3,631-41.0% | $2,499-14.3% |
| Participant deferral / active EE | $0 | $2,341-100.0% | $4,082-100.0% | $4,033-100.0% |
| Admin fee / account holder | $318 | $95+233.7% | $5,479-94.2% | $68+364.8% |