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| Provider | Service type | Compensation |
|---|---|---|
ELECTRICAL WELFARE TRUST FUND1+ years Service code 13 · EIN 52-6038507 | Contract Administrator | $493,796 |
BRANDES INVESTMENT PARTNERS1+ years Filed as: BRANDES Service code 51 · EIN 33-0704072 | Investment Mgmt Fees | $367,966 |
WEDGE CAPITAL MANAGEMENT1+ years Filed as: WEDGE CAPITAL Service code 51 · EIN 56-1557450 | Investment Mgmt Fees | $359,008 |
INDEPENDENT FINANCIAL PARTNERS1+ years Filed as: CHARTWELL INVESTMENT PARTNER, INC. Service code 51 · EIN 36-4776242 | Investment Mgmt Fees | $302,867 |
INDEPENDENT FINANCIAL PARTNERS1+ years Filed as: SIERRA INVESTMENT PARTNERS, INC Service code 51 · EIN 68-0370668 | Investment Mgmt Fees | $302,002 |
Filed as: WHV Service code 51 · EIN 91-1631301 | Investment Mgmt Fees | $267,792 |
Service code 28 · EIN 26-2237421 | Investment Management | $172,108 |
THE BANK OF NEW YORK MELLON1+ years Filed as: BNY MELLON Service code 19 · EIN 13-5160382 | Securities Custodian | $152,637 |
Service code 27 · EIN 36-4291971 | Advisory (Plan) | $119,095 |
HORIZON ACTUARIAL SERVICES, LLC1+ years Service code 11 · EIN 26-1370698 | Actuarial | $95,477 |
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Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $0 | $115,244-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 33.3%-33.3pp | 0.0%0pp |
| Annual return | -0.52% | 3.11%-3.6pp | -1.61%+1.1pp | 3.11%-3.6pp |
| Employer contribution / active EE | $5,943 | $9,361-36.5% | $30,840-80.7% | $9,361-36.5% |
| Participant deferral / active EE | $0 | $375-100.0% | $41-100.0% | $375-100.0% |
| Admin fee / account holder | $0 | $0 | $3,433-100.0% | - |