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| Provider | Service type | Compensation |
|---|---|---|
IBEW-NECA SERVICE CENTER3 years Filed as: IBEW LOCAL 292 HEALTH CARE PLAN Service code 13 · EIN 41-1384754 | Contract Administrator | $380,247 |
BOSTON TRUST WALDEN COMPANY3 years Service code 28 · EIN 04-2273811 | Investment Management | $211,511 |
WEDGE CAPITAL MANAGEMENT3 years Filed as: WEDGE CAPITAL MANAGEMENT LLP Service code 28 · EIN 56-1557450 | Investment Management | $166,196 |
UNION BANK & TRUST COMPANY10+ years Filed as: UNION BANK AND TRUST Service code 19 · EIN 41-1267434 | Securities Custodian | $121,540 |
MARATHON ASSET MANAGEMENT3 years Filed as: MARATHON ASSET MANAGEMENT LIMITED Service code 19 · EIN 98-1669899 | Securities Custodian | $108,158 |
WELLINGTON TRUST COMPANY3 years Service code 28 · EIN 04-2755549 | Investment Management | $103,719 |
ULLICO3 years Filed as: ULLICO INFRASTRUCTURE Service code 28 · EIN 52-6435649 | Investment Management | $83,916 |
SMITH & HOWARD, PC3 years Filed as: SMITH GROUP ASSET MANAGEMENT Service code 28 · EIN 13-3680189 | Investment Management | $79,107 |
WELLS FARGO BANK, N.A.3 years Filed as: GALLIARD CAPITAL MANAGEMENT LLC Service code 28 · EIN 41-1813702 | Investment Management | $78,672 |
Filed as: FIDELITY Service code 28 · EIN 20-4659714 | Investment Management | $71,722 |
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Employer contribution per participant is in the bottom quintile of the peer cohort.
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $0 | $82,130-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 12.5%-12.5pp | 0.0%0pp |
| Annual return | 7.52% | 10.08%-2.6pp | 8.99%-1.5pp | 8.88%-1.4pp |
| Employer contribution / active EE | $8,587 | $15,398-44.2% | $25,171-65.9% | $15,934-46.1% |
| Participant deferral / active EE | $0 | $133-100.0% | $1-100.0% | $753-100.0% |
| Admin fee / account holder | $0 | $0 | $1,134-100.0% | - |