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| Provider | Service type | Compensation |
|---|---|---|
ELECTRICAL WELFARE TRUST FUND2+ years Service code 13 · EIN 52-6038507 | Contract Administrator | $557,685 |
INDEPENDENT FINANCIAL PARTNERS2+ years Filed as: SIERRA INVESTMENT PARTNERS, INC Service code 51 · EIN 68-0370668 | Investment Mgmt Fees | $332,227 |
WEDGE CAPITAL MANAGEMENT2+ years Filed as: WEDGE CAPITAL Service code 51 · EIN 56-1557450 | Investment Mgmt Fees | $286,214 |
BRANDES INVESTMENT PARTNERS2+ years Filed as: BRANDES Service code 51 · EIN 33-0704072 | Investment Mgmt Fees | $283,699 |
INDEPENDENT FINANCIAL PARTNERS2+ years Filed as: CHARTWELL INVESTMENT PARTNER, INC. Service code 51 · EIN 36-4776242 | Investment Mgmt Fees | $254,916 |
INTECH INVESTMENT MANAGEMENT LLC2+ years Filed as: JANUS CAPITAL MANAGEMENT LLC Service code 51 · EIN 75-3019302 | Investment Mgmt Fees | $204,945 |
THE BANK OF NEW YORK MELLON2+ years Filed as: BNY MELLON Service code 19 · EIN 13-5160382 | Securities Custodian | $188,602 |
INVESTMENT PERFORMANCE SERVICES2+ years Filed as: INVESTMENT PERFORMANCE SERVICES LLC Service code 16 · EIN 58-2432390 | Consulting | $175,000 |
AMERICAN REALTY ADVISORS1 year Service code 51 · EIN 33-0123114 | Investment Mgmt Fees | $111,855 |
HORIZON ACTUARIAL SERVICES, LLC2+ years Service code 11 · EIN 26-1370698 | Actuarial | $109,324 |
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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $57,821-100.0% | $209,859-100.0% | $57,821-100.0% |
| Participation rate | 0.0% | 5.5%-5.5pp | 42.7%-42.7pp | 5.5%-5.5pp |
| Annual return | 3.85% | 5.86%-2.0pp | 4.16%-0.3pp | 5.86%-2.0pp |
| Employer contribution / active EE | $6,388 | $10,137-37.0% | $29,966-78.7% | $10,137-37.0% |
| Participant deferral / active EE | $0 | $492-100.0% | $145-100.0% | $492-100.0% |
| Admin fee / account holder | $0 | $387-100.0% | $13,952-100.0% | $387-100.0% |