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| Provider | Service type | Compensation |
|---|---|---|
I.B.E.W. 292 HEALTH CARE PLAN2+ years Service code 15 · EIN 41-1384754 | Recordkeeping | $137,576 |
MARATHON ASSET MANAGEMENT2+ years Filed as: MARATHON ASSET MANAGEMENT LLP Service code 28 · EIN 22-3321401 | Investment Management | $98,134 |
BOSTON TRUST WALDEN COMPANY2+ years Filed as: BOSTON TRUST & INVESTMENT MGMT CO. Service code 28 · EIN 04-2273811 | Investment Management | $84,632 |
WEDGE CAPITAL MANAGEMENT2+ years Service code 28 · EIN 56-1557450 | Investment Management | $73,857 |
THE SEGAL COMPANY1 year Filed as: SEGAL ADVISORS, INC. Service code 27 · EIN 13-2646110 | Advisory (Plan) | $61,200 |
SMITH ASSET MANAGEMENT GROUP2+ years Service code 28 · EIN 75-2620252 | Investment Management | $59,339 |
BENESYS, INC.2+ years Filed as: UNITED ACTUARIAL SERVICES, INC. Service code 11 · EIN 35-2156428 | Actuarial | $56,200 |
UNION BANK & TRUST COMPANY2+ years Filed as: UNION BANK AND TRUST Service code 19 · EIN 41-1267434 | Securities Custodian | $55,311 |
INDEPENDENT FINANCIAL PARTNERS2+ years Filed as: SIERRA INVESTMENT PARTNERS, INC. Service code 28 · EIN 68-0370668 | Investment Management | $51,352 |
JODY ROE2+ years Service code 30 · EIN 41-1384754 | Employee (plan) | $34,768 |
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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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Annual investment return 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 | $184,886-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 47.1%-47.1pp | 0.0%0pp |
| Annual return | 9.82% | 12.33%-2.5pp | 8.32%+1.5pp | 17.84%-8.0pp |
| Employer contribution / active EE | $8,997 | $11,641-22.7% | $30,793-70.8% | $14,688-38.7% |
| Participant deferral / active EE | $0 | $0 | $90-100.0% | $770-100.0% |
| Admin fee / account holder | $0 | $0 | $2,802-100.0% | - |