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| Provider | Service type | Compensation |
|---|---|---|
I.B.E.W. 292 HEALTH CARE PLAN5+ years Service code 15 · EIN 41-1384754 | Recordkeeping | $422,263 |
MARATHON ASSET MANAGEMENT5+ years Filed as: MARATHON ASSET MANAGEMENT LLP Service code 28 · EIN 22-3321401 | Investment Management | $100,282 |
SMITH ASSET MANAGEMENT GROUP5+ years Service code 28 · EIN 75-2620252 | Investment Management | $92,287 |
BOSTON TRUST WALDEN COMPANY5+ years Filed as: BOSTON TRUST & INVESTMENT MGMT CO. Service code 28 · EIN 04-2273811 | Investment Management | $83,051 |
WELLS FARGO BANK, N.A.3 years Filed as: GALLIARD CAPITAL MANAGEMENT, INC. Service code 28 · EIN 41-1813702 | Investment Management | $81,643 |
THE SEGAL COMPANY2 years Filed as: SEGAL MARCO ADVISORS Service code 27 · EIN 13-2646110 | Advisory (Plan) | $81,457 |
UNION BANK & TRUST COMPANY5+ years Filed as: UNION BANK AND TRUST Service code 19 · EIN 41-1267434 | Securities Custodian | $74,483 |
WEDGE CAPITAL MANAGEMENT5+ years Service code 28 · EIN 56-1557450 | Investment Management | $71,849 |
BENESYS, INC.2 years Filed as: UNITED ACTUARIAL SERVICES Service code 11 · EIN 35-2156428 | Actuarial | $53,600 |
KUTAK ROCK LLP2 years Filed as: KUTAK ROCK Service code 29 · EIN 47-0597598 | Legal | $48,908 |
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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 | $162,072-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 33.1%-33.1pp | 0.0%0pp |
| Annual return | -3.32% | 6.82%-10.1pp | 8.01%-11.3pp | 12.86%-16.2pp |
| Employer contribution / active EE | $9,257 | $12,695-27.1% | $29,476-68.6% | $13,687-32.4% |
| Participant deferral / active EE | $0 | $0 | $735-100.0% | $833-100.0% |
| Admin fee / account holder | $0 | $0 | $630-100.0% | - |