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| Provider | Service type | Compensation |
|---|---|---|
Filed as: I.B.E.W 292 HEALTH CARE PLAN Service code 15 · EIN 41-1384754 | Recordkeeping | $287,558 |
WEDGE CAPITAL MANAGEMENT6+ years Service code 28 · EIN 56-1557450 | Investment Management | $120,910 |
BOSTON TRUST WALDEN COMPANY6+ years Filed as: BOSTON TRUST & INVESTMENT MGMT CO. Service code 28 · EIN 04-2273811 | Investment Management | $104,230 |
SMITH ASSET MANAGEMENT GROUP6+ years Service code 28 · EIN 75-2620252 | Investment Management | $103,641 |
UNION BANK & TRUST COMPANY6+ years Filed as: UNION BANK AND TRUST Service code 19 · EIN 41-1267434 | Securities Custodian | $82,251 |
MARATHON ASSET MANAGEMENT6+ years Filed as: MARATHON ASSET MANAGEMENT LLP Service code 28 · EIN 22-3321401 | Investment Management | $79,718 |
WELLS FARGO BANK, N.A.4 years Filed as: GALLIARD CAPITAL MANAGEMENT, INC. Service code 28 · EIN 41-1813702 | Investment Management | $76,084 |
KUTAK ROCK LLP3 years Filed as: KUTAK ROCK Service code 29 · EIN 47-0597598 | Legal | $66,860 |
THE SEGAL COMPANY3 years Filed as: SEGAL MARCO ADVISORS Service code 27 · EIN 13-2646110 | Advisory (Plan) | $65,000 |
WELLINGTON TRUST COMPANY4 years Filed as: WELLINGTON MANAGEMENT COMPANY LLP Service code 28 · EIN 04-2755549 | Investment Management | $58,146 |
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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 | $444,552-100.0% | $201,582-100.0% | $444,552-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 23.6%-23.6pp | 3.7%-3.7pp |
| Annual return | 27.99% | 19.37%+8.6pp | 11.08%+16.9pp | 15.63%+12.4pp |
| Employer contribution / active EE | $9,087 | $13,107-30.7% | $28,418-68.0% | $11,476-20.8% |
| Participant deferral / active EE | $0 | $2-100.0% | $86-100.0% | $1,127-100.0% |
| Admin fee / account holder | $0 | $429-100.0% | $6,559-100.0% | $429-100.0% |