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| Provider | Service type | Compensation |
|---|---|---|
ULLICO7+ years Filed as: ULLICO INVESTMENT ADVISORS, INC Service code 28 · EIN 52-6435649 | Investment Management | $1,046,269 |
GAMCO ASSET MANAGEMENT5 years Filed as: GAMCO-GABELLI ASSET MANAGEMENT CO Service code 28 ONE CORPORTATE CENTER · RYE, NY 10580 | Investment Management | $820,227 |
IBEW NECA7+ years Service code 13 · EIN 36-3761128 | Contract Administrator | $621,551 |
ASB CAPITAL MANAGEMENT7+ years Filed as: ASB CAPITAL MANAGEMENT LLC Service code 28 · EIN 80-0618452 | Investment Management | $455,422 |
LSV ASSET MANAGEMENT7+ years Service code 28 155 N. UPPER WACKER DR. · CHICAGO, IL 60606 | Investment Management | $391,087 |
IFM INVESTORS PTY LTD3 years Service code 28 C/O INVESTORS US, LLC · NEW YORK, NY 10036 | Investment Management | $368,683 |
Service code 28 · EIN 20-0292745 | Investment Management | $232,270 |
AQR CAPITAL MANAGEMENT LLC7+ years Filed as: AQR GRP EL OFFSHORE FUND LTD Service code 28 · EIN 98-1032119 | Investment Management | $210,464 |
BASYS4 years Filed as: BASYS INC. Service code 49 · EIN 52-1796473 | Other Services | $185,255 |
ULLICO7+ years Filed as: UNION LABOR LIFE INSURANCE COMPANY Service code 28 · EIN 13-1423090 | Investment Management | $158,195 |
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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 | $164,721-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 21.0%-21.0pp | 0.0%0pp |
| Annual return | -3.11% | -14.80%+11.7pp | -5.85%+2.7pp | -14.80%+11.7pp |
| Employer contribution / active EE | $10,559 | $8,996+17.4% | $31,839-66.8% | $8,996+17.4% |
| Participant deferral / active EE | $0 | $455-100.0% | $2-100.0% | $455-100.0% |
| Admin fee / account holder | $0 | $0 | $1,000-100.0% | - |