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| Provider | Service type | Compensation |
|---|---|---|
IBEW-NECA SERVICE CENTER2 years Filed as: IBEW LOCAL 292 HEALTH CARE PLAN Service code 13 · EIN 41-1384754 | Contract Administrator | $361,488 |
WEDGE CAPITAL MANAGEMENT2 years Filed as: WEDGE CAPITAL MANAGEMENT LLP Service code 28 · EIN 56-1557450 | Investment Management | $172,160 |
BOSTON TRUST WALDEN COMPANY2 years Service code 28 · EIN 04-2273811 | Investment Management | $150,520 |
UNION BANK & TRUST COMPANY9+ years Filed as: UNION BANK AND TRUST Service code 19 · EIN 41-1267434 | Securities Custodian | $110,068 |
WELLS FARGO BANK, N.A.2 years Filed as: GALLIARD CAPITAL MANAGEMENT LLC Service code 28 · EIN 41-1813702 | Investment Management | $99,999 |
WELLINGTON TRUST COMPANY2 years Service code 28 · EIN 04-2755549 | Investment Management | $98,764 |
MARATHON ASSET MANAGEMENT2 years Filed as: MARATHON ASSET MANAGEMENT LIMITED Service code 19 · EIN 98-1669899 | Securities Custodian | $85,236 |
ULLICO2 years Filed as: ULLICO INFRASTRUCTURE Service code 28 · EIN 52-6435649 | Investment Management | $79,005 |
THE SEGAL COMPANY6 years Filed as: SEGAL MARCO ADVISORS Service code 27 · EIN 13-2646110 | Advisory (Plan) | $65,000 |
SMITH & HOWARD, PC2 years Filed as: SMITH GROUP ASSET MANAGEMENT Service code 28 · EIN 13-3680189 | Investment Management | $59,862 |
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Employer contribution per participant 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 | $201,416-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 32.7%-32.7pp | 0.0%0pp |
| Annual return | 8.10% | 10.33%-2.2pp | 8.10%0pp | 9.30%-1.2pp |
| Employer contribution / active EE | $8,467 | $14,972-43.4% | $28,649-70.4% | $12,551-32.5% |
| Participant deferral / active EE | $0 | $252-100.0% | $10-100.0% | $2,867-100.0% |
| Admin fee / account holder | $0 | $0 | $60,136-100.0% | - |