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| Provider | Service type | Compensation |
|---|---|---|
SO CA IBEW-NECA ADMIN. CORP.9+ years Service code 13 · EIN 03-0512258 | Contract Administrator | $1,755,568 |
Filed as: JOHN HANCOCK Service code 13 690 CANTON ST · WESTWOOD, MA 02090 | Contract Administrator | $609,265 |
ULLICO7 years Service code 28 · EIN 52-6435649 | Investment Management | $518,518 |
GLOBAL TRUST COMPANY5 years Service code 51 12 GILL ST STE 2600 · WOBURN, MA 01801 | Investment Mgmt Fees | $463,037 |
EARNEST PARTNERS, LLC9+ years Service code 51 · EIN 58-2386669 | Investment Mgmt Fees | $394,363 |
DODGE & COX9+ years Service code 51 · EIN 94-1441976 | Investment Mgmt Fees | $323,409 |
MORGAN LEWIS2 years Filed as: MORGAN LEWIS & BROCKIUS LLP Service code 29 1111 PENNSYLVANIA AVE NW · WASHINGTON, DC 20004 | Legal | $196,831 |
THE SEGAL COMPANY7 years Filed as: SEGAL MARCO ADVISORS Service code 27 · EIN 36-3555078 | Advisory (Plan) | $100,000 |
THE BANK OF NEW YORK MELLON9+ years Filed as: THE BANK OF NEW YORK MELLON TR. CO. Service code 19 · EIN 13-5160382 | Securities Custodian | $95,733 |
MILLER KAPLAN ARASE LLP9+ years Service code 10 · EIN 95-2036255 | Accounting | $75,730 |
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 | $87,332 | $63,356+37.8% | $102,437-14.7% | $106,553-18.0% |
| Participation rate | 44.4% | 84.3%-39.9pp | 74.5%-30.1pp | 69.8%-25.5pp |
| Annual return | 8.31% | 14.77%-6.5pp | 24.95%-16.6pp | 17.37%-9.1pp |
| Employer contribution / active EE | $2,399 | $4,310-44.4% | $3,871-38.0% | $3,359-28.6% |
| Participant deferral / active EE | $0 | $3,479-100.0% | $5,060-100.0% | $5,562-100.0% |
| Admin fee / account holder | $411 | $110+273.3% | $8,388-95.1% | $80+416.4% |