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| Provider | Service type | Compensation |
|---|---|---|
SO CA IBEW-NECA ADMIN. CORP.6+ years Service code 13 · EIN 03-0512258 | Contract Administrator | $1,533,624 |
Filed as: JOHN HANCOCK Service code 13 690 CANTON ST · WESTWOOD, MA 02090 | Contract Administrator | $586,950 |
ULLICO4 years Service code 20 · EIN 52-6435649 | Investment management fees paid direc... | $510,106 |
GLOBAL TRUST COMPANY2 years Service code 51 12 GILL ST STE 2600 · WOBURN, MA 01801 | Investment Mgmt Fees | $461,763 |
EARNEST PARTNERS, LLC6+ years Service code 51 · EIN 58-2386669 | Investment Mgmt Fees | $359,387 |
DODGE & COX6+ years Service code 51 · EIN 94-1441976 | Investment Mgmt Fees | $247,731 |
BOSTON PARTNERS6+ years Filed as: BOSTON PARTNERS ASSET MANAGEMENT Service code 51 · EIN 01-3270358 | Investment Mgmt Fees | $167,204 |
THE BANK OF NEW YORK MELLON6+ years Filed as: THE BANK OF NEW YORK MELLON TR. CO. Service code 19 · EIN 13-5160382 | Securities Custodian | $163,625 |
THE SEGAL COMPANY4 years Filed as: SEGAL MARCO ADVISORS Service code 27 · EIN 36-3555078 | Advisory (Plan) | $100,000 |
MILLER KAPLAN ARASE LLP6+ years Service code 10 · EIN 95-2036255 | Accounting | $70,665 |
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 | $81,898 | $65,673+24.7% | $109,191-25.0% | $106,520-23.1% |
| Participation rate | 48.1% | 82.6%-34.6pp | 75.9%-27.8pp | 71.3%-23.3pp |
| Annual return | 18.28% | 15.69%+2.6pp | 25.76%-7.5pp | 19.28%-1.0pp |
| Employer contribution / active EE | $2,193 | $4,042-45.7% | $3,723-41.1% | $2,840-22.8% |
| Participant deferral / active EE | $0 | $3,449-100.0% | $4,653-100.0% | $4,948-100.0% |
| Admin fee / account holder | $356 | $107+233.0% | $6,756-94.7% | $75+378.3% |