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| Provider | Service type | Compensation |
|---|---|---|
ULLICO9+ years Filed as: ULLICO INVESTMENT ADVISORS, INC Service code 28 · EIN 52-6435649 | Investment Management | $1,039,210 |
IBEW NECA1 year Filed as: IBEW NECA ADMINISTRATION ASSOC Service code 13 · EIN 36-3761128 | Contract Administrator | $495,143 |
Service code 28 · EIN 20-0005644 | Investment Management | $401,575 |
ASB CAPITAL MANAGEMENT9+ years Filed as: ASB CAPITAL MANAGEMENT LLC Service code 28 · EIN 80-0618452 | Investment Management | $279,026 |
LSV ASSET MANAGEMENT9+ years Service code 28 155 N. UPPER WACKER DR. · CHICAGO, IL 60606 | Investment Management | $273,946 |
IFM INVESTORS PTY LTD5 years Service code 28 114 WEST 47TH STREET, 26TH FLOOR · NEW YORK, NY 10036 | Investment Management | $239,545 |
Service code 28 · EIN 20-0292745 | Investment Management | $215,277 |
ULLICO9+ years Filed as: UNION LABOR LIFE INSURANCE COMPANY Service code 28 · EIN 13-1423090 | Investment Management | $197,291 |
Filed as: BRIDGEWAY BENEFIT TECHNOLOGIES LLC Service code 50 · EIN 52-1796473 | Direct Payment | $156,422 |
Filed as: CHEVY CHASE TRUST COMPANY Service code 28 · EIN 52-2037618 | Investment Management | $139,514 |
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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 | $201,416-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 32.7%-32.7pp | 0.0%0pp |
| Annual return | 13.56% | 8.48%+5.1pp | 8.10%+5.5pp | 8.48%+5.1pp |
| Employer contribution / active EE | $11,600 | $9,949+16.6% | $28,649-59.5% | $9,949+16.6% |
| Participant deferral / active EE | $0 | $734-100.0% | $10-100.0% | $734-100.0% |
| Admin fee / account holder | $0 | $0 | $60,136-100.0% | - |