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| Provider | Service type | Compensation |
|---|---|---|
SO CA IBEW-NECA ADMIN. CORP.4+ years Service code 13 · EIN 03-0512258 | Contract Administrator | $1,347,734 |
Filed as: JOHN HANCOCK Service code 13 690 CANTON ST · WESTWOOD, MA 02090 | Contract Administrator | $553,378 |
ULLICO2 years Service code 20 · EIN 52-6435649 | Investment management fees paid direc... | $406,558 |
EARNEST PARTNERS, LLC4+ years Service code 51 · EIN 58-2386669 | Investment Mgmt Fees | $330,408 |
DODGE & COX4+ years Service code 51 · EIN 94-1441976 | Investment Mgmt Fees | $177,508 |
THE BANK OF NEW YORK MELLON4+ years Filed as: THE BANK OF NEW YORK MELLON TR. CO. Service code 19 · EIN 13-5160382 | Securities Custodian | $135,235 |
BOSTON PARTNERS4+ years Filed as: BOSTON PARTNERS ASSET MANAGEMENT Service code 51 · EIN 01-3270358 | Investment Mgmt Fees | $109,535 |
THE SEGAL COMPANY2 years Filed as: SEGAL MARCO ADVISORS Service code 27 · EIN 36-3555078 | Advisory (Plan) | $100,000 |
MILLER KAPLAN ARASE LLP4+ years Service code 10 · EIN 95-2036255 | Accounting | $67,295 |
INTECH INVESTMENT MANAGEMENT LLC4+ years Filed as: INTECH INVESTMENT MANAGEMENT, LLC Service code 28 · EIN 01-0614895 | Investment Management | $31,831 |
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 | $68,656 | $49,105+39.8% | $92,916-26.1% | $89,609-23.4% |
| Participation rate | 48.6% | 79.0%-30.4pp | 76.0%-27.4pp | 69.6%-21.0pp |
| Annual return | 5.84% | 32.35%-26.5pp | 109.45%-103.6pp | 33.65%-27.8pp |
| Employer contribution / active EE | $2,433 | $3,373-27.9% | $3,654-33.4% | $2,584-5.9% |
| Participant deferral / active EE | $0 | $2,531-100.0% | $4,238-100.0% | $4,222-100.0% |
| Admin fee / account holder | $303 | $93+227.5% | $5,796-94.8% | $72+323.2% |