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| Provider | Service type | Compensation |
|---|---|---|
IBEW-NECA SERVICE CENTER1 year Filed as: IBEW LOCAL 292 HEALTH CARE PLAN Service code 15 · EIN 41-1384754 | Recordkeeping | $308,142 |
Service code 28 · EIN 04-2273811 | Investment Management | $140,412 |
SMITH & HOWARD, PC1 year Filed as: SMITH GROUP ASSET MANAGEMENT Service code 28 · EIN 13-3680189 | Investment Management | $138,532 |
ULLICO1 year Filed as: ULLICO INFRASTRUCTURE Service code 28 · EIN 52-6435649 | Investment Management | $114,797 |
UNION BANK & TRUST COMPANY8+ years Filed as: UNION BANK AND TRUST Service code 19 · EIN 41-1267434 | Securities Custodian | $95,900 |
WEDGE CAPITAL MANAGEMENT1 year Filed as: WEDGE CAPITAL MANAGEMENT LLP Service code 28 · EIN 56-1557450 | Investment Management | $87,175 |
WELLS FARGO BANK, N.A.1 year Filed as: GALLIARD CAPITAL MANAGEMENT LLC Service code 28 · EIN 41-1813702 | Investment Management | $81,439 |
KUTAK ROCK LLP6 years Service code 29 · EIN 47-0597598 | Legal | $66,064 |
THE SEGAL COMPANY5 years Filed as: SEGAL MARCO ADVISORS Service code 27 · EIN 13-2646110 | Advisory (Plan) | $65,000 |
Filed as: MARATHON ASSET MANAGEMENT LIMITED Service code 19 · EIN 98-1669899 | Securities Custodian | $55,849 |
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Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $13,363-100.0% | $473,625-100.0% | $13,363-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 37.3%-37.3pp | 2.2%-2.2pp |
| Annual return | -0.65% | 7.95%-8.6pp | 20.18%-20.8pp | 9.11%-9.8pp |
| Employer contribution / active EE | $8,472 | $14,684-42.3% | $29,108-70.9% | $12,231-30.7% |
| Participant deferral / active EE | $0 | $520-100.0% | $6-100.0% | $1,272-100.0% |
| Admin fee / account holder | $0 | $125-100.0% | $2,262-100.0% | $125-100.0% |