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| Provider | Service type | Compensation |
|---|---|---|
ULLICO8+ years Filed as: ULLICO INVESTMENT ADVISORS, INC Service code 28 · EIN 52-6435649 | Investment Management | $970,893 |
IBEW NECA8+ years Service code 13 · EIN 36-3761128 | Contract Administrator | $502,949 |
ASB CAPITAL MANAGEMENT8+ years Filed as: ASB CAPITAL MANAGEMENT LLC Service code 28 · EIN 80-0618452 | Investment Management | $483,462 |
Service code 28 · EIN 20-0292745 | Investment Management | $220,627 |
IFM INVESTORS PTY LTD4 years Service code 28 C/O INVESTORS US, LLC · NEW YORK, NY 10036 | Investment Management | $217,183 |
ULLICO8+ years Filed as: UNION LABOR LIFE INSURANCE COMPANY Service code 28 · EIN 13-1423090 | Investment Management | $206,342 |
LSV ASSET MANAGEMENT8+ years Service code 28 155 N. UPPER WACKER DR. · CHICAGO, IL 60606 | Investment Management | $164,970 |
KERBER, ECK & BRAECKEL LLP8+ years Service code 10 · EIN 43-0352985 | Accounting | $116,817 |
BASYS5 years Filed as: BASYS INC. Service code 49 · EIN 52-1796473 | Other Services | $108,955 |
MARQUETTE ASSOCIATES8+ years Service code 27 · EIN 36-3485298 | Advisory (Plan) | $107,500 |
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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 | $0 | $473,625-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 37.3%-37.3pp | 0.0%0pp |
| Annual return | -1.41% | 33.11%-34.5pp | 20.18%-21.6pp | 33.11%-34.5pp |
| Employer contribution / active EE | $11,348 | $9,000+26.1% | $29,108-61.0% | $9,000+26.1% |
| Participant deferral / active EE | $0 | $680-100.0% | $6-100.0% | $680-100.0% |
| Admin fee / account holder | $0 | $0 | $2,262-100.0% | - |