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| Provider | Service type | Compensation |
|---|---|---|
SO CA IBEW-NECA ADMIN. CORP.7+ years Service code 13 · EIN 03-0512258 | Contract Administrator | $1,465,084 |
Filed as: JOHN HANCOCK Service code 13 690 CANTON ST · WESTWOOD, MA 02090 | Contract Administrator | $591,662 |
ULLICO5 years Service code 20 · EIN 52-6435649 | Investment management fees paid direc... | $535,396 |
GLOBAL TRUST COMPANY3 years Service code 51 12 GILL ST STE 2600 · WOBURN, MA 01801 | Investment Mgmt Fees | $462,400 |
EARNEST PARTNERS, LLC7+ years Service code 51 · EIN 58-2386669 | Investment Mgmt Fees | $374,175 |
DODGE & COX7+ years Service code 51 · EIN 94-1441976 | Investment Mgmt Fees | $292,207 |
THE BANK OF NEW YORK MELLON7+ years Filed as: THE BANK OF NEW YORK MELLON TR. CO. Service code 19 · EIN 13-5160382 | Securities Custodian | $107,204 |
THE SEGAL COMPANY5 years Filed as: SEGAL MARCO ADVISORS Service code 27 · EIN 36-3555078 | Advisory (Plan) | $100,000 |
INTECH INVESTMENT MANAGEMENT LLC7+ years Filed as: INTECH INVESTMENT MANAGEMENT, LLC Service code 28 · EIN 01-0614895 | Investment Management | $74,324 |
MILLER KAPLAN ARASE LLP7+ years Service code 10 · EIN 95-2036255 | Accounting | $72,875 |
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 | $77,888 | $51,785+50.4% | $112,270-30.6% | $89,433-12.9% |
| Participation rate | 46.9% | 82.2%-35.2pp | 75.1%-28.1pp | 71.3%-24.3pp |
| Annual return | -6.29% | -11.06%+4.8pp | 27.49%-33.8pp | -11.88%+5.6pp |
| Employer contribution / active EE | $2,318 | $3,782-38.7% | $3,635-36.2% | $3,021-23.3% |
| Participant deferral / active EE | $0 | $3,425-100.0% | $4,729-100.0% | $5,125-100.0% |
| Admin fee / account holder | $358 | $102+252.3% | $6,411-94.4% | $79+350.6% |