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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 | $253,416 |
BOSTON TRUST WALDEN COMPANY7+ years Filed as: BOSTON TRUST & INVESTMENT MGMT CO. Service code 19 · EIN 04-2273811 | Securities Custodian | $146,402 |
WEDGE CAPITAL MANAGEMENT7+ years Service code 28 · EIN 56-1557450 | Investment Management | $129,107 |
ULLICO2 years Filed as: THE UNION LABOR LIFE INSURANCE COMP Service code 28 · EIN 13-1423090 | Investment Management | $112,884 |
MARATHON ASSET MANAGEMENT7+ years Filed as: MARATHON ASSET MANAGEMENT LLP Service code 28 · EIN 98-1669899 | Investment Management | $106,570 |
UNION BANK & TRUST COMPANY7+ years Filed as: UNION BANK AND TRUST Service code 19 · EIN 41-1267434 | Securities Custodian | $99,113 |
WELLS FARGO BANK, N.A.1 year Filed as: GALLIARD CAPTIAL MANAGEMENT, INC. Service code 28 · EIN 41-1813702 | Investment Management | $83,414 |
WELLINGTON TRUST COMPANY5 years Filed as: WELLINGTON MANAGEMENT COMPANY LLP Service code 28 · EIN 04-2755549 | Investment Management | $75,168 |
SMITH ASSET MANAGEMENT GROUP7+ years Service code 28 · EIN 75-2620252 | Investment Management | $66,328 |
THE SEGAL COMPANY4 years Filed as: SEGAL MARCO ADVISORS Service code 27 · EIN 13-2646110 | Advisory (Plan) | $65,000 |
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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 | $2,456,633-100.0% | $164,721-100.0% | $2,456,633-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 21.0%-21.0pp | 1.5%-1.5pp |
| Annual return | -0.14% | -7.95%+7.8pp | -5.85%+5.7pp | 23.41%-23.6pp |
| Employer contribution / active EE | $9,641 | $13,972-31.0% | $31,839-69.7% | $12,650-23.8% |
| Participant deferral / active EE | $0 | $0 | $2-100.0% | $1,474-100.0% |
| Admin fee / account holder | $0 | $14,884-100.0% | $1,000-100.0% | $14,884-100.0% |