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| Provider | Service type | Compensation |
|---|---|---|
ULLICO6+ years Filed as: ULLICO INVESTMENT ADVISORS, INC Service code 28 · EIN 52-6435649 | Investment Management | $967,527 |
IBEW NECA6+ years Service code 13 · EIN 36-3761128 | Contract Administrator | $571,383 |
ASB CAPITAL MANAGEMENT6+ years Filed as: ASB CAPITAL MANAGEMENT LLC Service code 28 · EIN 80-0618452 | Investment Management | $438,728 |
GAMCO ASSET MANAGEMENT4 years Filed as: GAMCO-GABELLI ASSET MANAGEMENT CO Service code 28 ONE CORPORTATE CENTER · RYE, NY 10580 | Investment Management | $349,559 |
LSV ASSET MANAGEMENT6+ years Service code 28 155 N. UPPER WACKER DR. · CHICAGO, IL 60606 | Investment Management | $230,078 |
Service code 28 · EIN 20-0292745 | Investment Management | $200,077 |
BASYS3 years Filed as: BASYS INC. Service code 49 · EIN 52-1796473 | Other Services | $193,503 |
AQR CAPITAL MANAGEMENT LLC6+ years Filed as: AQR GRP EL OFFSHORE FUND LTD Service code 28 · EIN 98-1032119 | Investment Management | $187,031 |
GOLDMAN SACHS3 years Filed as: ALINDA CAPITAL PARTNERS LLC Service code 28 100 WEST PUTNAM AVE · GREENWICH, CT 06830 | Investment Management | $175,388 |
ULLICO6+ years Filed as: UNION LABOR LIFE INSURANCE COMPANY Service code 28 · EIN 13-1423090 | Investment Management | $154,036 |
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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 | $0 | $201,582-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 23.6%-23.6pp | 0.0%0pp |
| Annual return | 30.36% | 19.39%+11.0pp | 11.08%+19.3pp | 19.39%+11.0pp |
| Employer contribution / active EE | $10,976 | $8,446+30.0% | $28,418-61.4% | $8,446+30.0% |
| Participant deferral / active EE | $0 | $353-100.0% | $86-100.0% | $353-100.0% |
| Admin fee / account holder | $0 | $0 | $6,559-100.0% | - |