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| Provider | Service type | Compensation |
|---|---|---|
I.B.E.W. 292 HEALTH CARE PLAN1+ years Service code 15 · EIN 41-1384754 | Recordkeeping | $119,212 |
MARATHON ASSET MANAGEMENT1+ years Filed as: MARATHON ASSET MANAGEMENT LLP Service code 28 · EIN 22-3321401 | Investment Management | $97,574 |
ANDERSON, HELGEN, DAVIS & CEFALU1+ years Service code 29 · EIN 26-3644998 | Legal | $77,666 |
BOSTON TRUST WALDEN COMPANY1+ years Filed as: BOSTON TRUST & INVESTMENT MGMT CO. Service code 28 · EIN 04-2273811 | Investment Management | $74,960 |
WEDGE CAPITAL MANAGEMENT1+ years Service code 28 · EIN 56-1557450 | Investment Management | $67,275 |
MARCO CONSULTING GROUP1+ years Filed as: MARCO CONSULTING GROUP, INC. Service code 27 · EIN 36-3555078 | Advisory (Plan) | $63,155 |
INDEPENDENT FINANCIAL PARTNERS1+ years Filed as: SIERRA INVESTMENT PARTNERS, INC. Service code 28 · EIN 68-0370668 | Investment Management | $59,597 |
SMITH ASSET MANAGEMENT GROUP1+ years Service code 28 · EIN 75-2620252 | Investment Management | $54,272 |
BENESYS, INC.1+ years Filed as: UNITED ACTUARIAL SERVICES, INC. Service code 11 · EIN 35-2156428 | Actuarial | $51,700 |
UNION BANK & TRUST COMPANY1+ years Filed as: UNION BANK AND TRUST Service code 19 · EIN 41-1267434 | Securities Custodian | $49,845 |
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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 | $381,942,733-100.0% | $209,859-100.0% | $381,942,733-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 42.7%-42.7pp | 0.0%0pp |
| Annual return | 0.35% | 3.63%-3.3pp | 4.16%-3.8pp | 9.19%-8.8pp |
| Employer contribution / active EE | $9,050 | $11,363-20.4% | $29,966-69.8% | $12,608-28.2% |
| Participant deferral / active EE | $0 | $0 | $145-100.0% | $1,615-100.0% |
| Admin fee / account holder | $0 | $2,655,710-100.0% | $13,952-100.0% | $2,655,710-100.0% |