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| Provider | Service type | Compensation |
|---|---|---|
SO CA IBEW-NECA ADMIN. CORP.8+ years Service code 13 · EIN 03-0512258 | Contract Administrator | $1,752,391 |
Filed as: JOHN HANCOCK Service code 13 690 CANTON ST · WESTWOOD, MA 02090 | Contract Administrator | $599,773 |
ULLICO6 years Service code 20 · EIN 52-6435649 | Investment management fees paid direc... | $468,024 |
GLOBAL TRUST COMPANY4 years Service code 51 12 GILL ST STE 2600 · WOBURN, MA 01801 | Investment Mgmt Fees | $462,400 |
EARNEST PARTNERS, LLC8+ years Service code 51 · EIN 58-2386669 | Investment Mgmt Fees | $358,713 |
DODGE & COX8+ years Service code 51 · EIN 94-1441976 | Investment Mgmt Fees | $316,962 |
THE SEGAL COMPANY6 years Filed as: SEGAL MARCO ADVISORS Service code 27 · EIN 36-3555078 | Advisory (Plan) | $100,000 |
THE BANK OF NEW YORK MELLON8+ years Filed as: THE BANK OF NEW YORK MELLON TR. CO. Service code 19 · EIN 13-5160382 | Securities Custodian | $88,061 |
MILLER KAPLAN ARASE LLP8+ years Service code 10 · EIN 95-2036255 | Accounting | $73,900 |
Filed as: LAW OFFICES OF CARROLL & SCULLY Service code 29 · EIN 94-2690827 | Legal | $30,958 |
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 | $80,048 | $55,730+43.6% | $96,543-17.1% | $96,393-17.0% |
| Participation rate | 45.1% | 82.8%-37.7pp | 74.3%-29.2pp | 71.3%-26.1pp |
| Annual return | 2.58% | 12.78%-10.2pp | 35.75%-33.2pp | 22.88%-20.3pp |
| Employer contribution / active EE | $2,297 | $4,014-42.8% | $3,741-38.6% | $3,239-29.1% |
| Participant deferral / active EE | $0 | $3,393-100.0% | $4,880-100.0% | $5,455-100.0% |
| Admin fee / account holder | $375 | $105+255.8% | $6,737-94.4% | $74+407.9% |