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| Provider | Service type | Compensation |
|---|---|---|
SO CA IBEW-NECA ADMIN. CORP.5+ years Service code 13 · EIN 03-0512258 | Contract Administrator | $1,476,850 |
Filed as: JOHN HANCOCK Service code 13 690 CANTON ST · WESTWOOD, MA 02090 | Contract Administrator | $568,706 |
ULLICO3 years Service code 20 · EIN 52-6435649 | Investment management fees paid direc... | $365,642 |
EARNEST PARTNERS, LLC5+ years Service code 51 · EIN 58-2386669 | Investment Mgmt Fees | $350,704 |
GLOBAL TRUST COMPANY1 year Service code 51 12 GILL ST STE 2600 · WOBURN, MA 01801 | Investment Mgmt Fees | $232,470 |
DODGE & COX5+ years Service code 51 · EIN 94-1441976 | Investment Mgmt Fees | $193,902 |
THE BANK OF NEW YORK MELLON5+ years Filed as: THE BANK OF NEW YORK MELLON TR. CO. Service code 19 · EIN 13-5160382 | Securities Custodian | $140,150 |
THE SEGAL COMPANY3 years Filed as: SEGAL MARCO ADVISORS Service code 27 · EIN 36-3555078 | Advisory (Plan) | $100,000 |
BOSTON PARTNERS5+ years Filed as: BOSTON PARTNERS ASSET MANAGEMENT Service code 51 · EIN 01-3270358 | Investment Mgmt Fees | $95,441 |
MILLER KAPLAN ARASE LLP5+ years Service code 10 · EIN 95-2036255 | Accounting | $72,983 |
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.)
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 | $69,145 | $52,155+32.6% | $101,275-31.7% | $106,273-34.9% |
| Participation rate | 48.9% | 81.2%-32.3pp | 75.8%-26.9pp | 70.8%-21.9pp |
| Annual return | 3.47% | 13.07%-9.6pp | 46.46%-43.0pp | 21.70%-18.2pp |
| Employer contribution / active EE | $2,412 | $3,414-29.4% | $3,660-34.1% | $2,722-11.4% |
| Participant deferral / active EE | $0 | $2,716-100.0% | $4,370-100.0% | $4,601-100.0% |
| Admin fee / account holder | $314 | $102+208.9% | $5,948-94.7% | $78+300.6% |