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| Provider | Service type | Compensation |
|---|---|---|
I.B.E.W. 292 HEALTH CARE PLAN4+ years Service code 15 · EIN 41-1384754 | Recordkeeping | $253,355 |
BOSTON TRUST WALDEN COMPANY4+ years Filed as: BOSTON TRUST & INVESTMENT MGMT CO. Service code 28 · EIN 04-2273811 | Investment Management | $124,462 |
MARATHON ASSET MANAGEMENT4+ years Filed as: MARATHON ASSET MANAGEMENT LLP Service code 28 · EIN 22-3321401 | Investment Management | $113,496 |
WEDGE CAPITAL MANAGEMENT4+ years Service code 28 · EIN 56-1557450 | Investment Management | $109,890 |
UNION BANK & TRUST COMPANY4+ years Filed as: UNION BANK AND TRUST Service code 19 · EIN 41-1267434 | Securities Custodian | $68,370 |
WELLS FARGO BANK, N.A.2 years Filed as: GALLIARD CAPITAL MANAGEMENT, INC. Service code 28 · EIN 41-1813702 | Investment Management | $66,531 |
SMITH ASSET MANAGEMENT GROUP4+ years Service code 28 · EIN 75-2620252 | Investment Management | $61,392 |
THE SEGAL COMPANY1 year Filed as: SEGAL MARCO ADVISORS Service code 27 · EIN 13-2646110 | Advisory (Plan) | $60,290 |
BENESYS, INC.1 year Filed as: UNITED ACTUARIAL SERVICES Service code 11 · EIN 35-2156428 | Actuarial | $54,525 |
WELLINGTON TRUST COMPANY2 years Filed as: WELLINGTON MANAGEMENT COMPANY LLP Service code 28 · EIN 04-2755549 | Investment Management | $51,735 |
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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 | $341,093,897-100.0% | $362,723-100.0% | $341,093,897-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 37.9%-37.9pp | 0.0%0pp |
| Annual return | 8.96% | 12.20%-3.2pp | 10.56%-1.6pp | 21.83%-12.9pp |
| Employer contribution / active EE | $9,131 | $12,801-28.7% | $30,199-69.8% | $12,237-25.4% |
| Participant deferral / active EE | $0 | $0 | $33-100.0% | $987-100.0% |
| Admin fee / account holder | $0 | $1,551,325-100.0% | $2,168-100.0% | $1,551,325-100.0% |