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| Provider | Service type | Compensation |
|---|---|---|
I.B.E.W. 292 HEALTH CARE PLAN9+ years Service code 13 · EIN 41-1384754 | Contract Administrator | $380,653 |
Filed as: JOHN HANCOCK INVESTMENT MGMT SCVS Service code 15 · EIN 01-0233346 | Recordkeeping | $345,449 |
WEDGE CAPITAL MANAGEMENT9+ years Service code 28 · EIN 56-1557450 | Investment Management | $221,240 |
SMITH & HOWARD, PC2 years Filed as: SMITH GROUP ASSET MANAGEMENT, LLC Service code 28 · EIN 13-3680189 | Investment Management | $151,878 |
Filed as: SHUMAKER LOOP & KENDRICK, LLP Service code 29 · EIN 34-4439491 | Legal | $92,158 |
WELLS FARGO BANK, N.A.2 years Filed as: GALLIARD CAPITAL MANAGEMENT, LLC Service code 28 · EIN 41-1813702 | Investment Management | $81,765 |
BMO HARRIS BANK NA2 years Filed as: BMO HARRIS BANK, NA Service code 19 · EIN 36-2085229 | Securities Custodian | $80,967 |
THE SEGAL COMPANY8 years Filed as: SEGAL MARCO ADVISORS Service code 27 · EIN 13-2646110 | Advisory (Plan) | $77,000 |
KUTAK ROCK LLP7 years Service code 29 · EIN 47-0597598 | Legal | $47,859 |
LEGACY PROFESSIONALS LLP9+ years Service code 10 · EIN 32-0043599 | Accounting | $26,048 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $177,706 | $86,936+104.4% | $103,333+72.0% | $99,062+79.4% |
| Participation rate | 100.0% | 81.7%+18.3pp | 74.5%+25.5pp | 71.6%+28.4pp |
| Annual return | 11.76% | 14.99%-3.2pp | 24.88%-13.1pp | 17.66%-5.9pp |
| Employer contribution / active EE | $5,467 | $3,925+39.3% | $3,868+41.4% | $3,262+67.6% |
| Participant deferral / active EE | $2,357 | $3,825-38.4% | $5,057-53.4% | $5,331-55.8% |
| Admin fee / account holder | $281 | $140+100.5% | $8,355-96.6% | $109+158.2% |