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| Provider | Service type | Compensation |
|---|---|---|
ELECTRICAL WELFARE TRUST FUND3+ years Service code 13 · EIN 52-6038507 | Contract Administrator | $585,018 |
INDEPENDENT FINANCIAL PARTNERS3+ years Filed as: SIERRA INVESTMENT PARTNERS, INC Service code 51 · EIN 68-0370668 | Investment Mgmt Fees | $333,254 |
INTECH INVESTMENT MANAGEMENT LLC3+ years Filed as: JANUS CAPITAL MANAGEMENT LLC Service code 51 · EIN 75-3019302 | Investment Mgmt Fees | $332,906 |
WEDGE CAPITAL MANAGEMENT3+ years Filed as: WEDGE CAPITAL Service code 51 · EIN 56-1557450 | Investment Mgmt Fees | $316,245 |
BRANDES INVESTMENT PARTNERS3+ years Filed as: BRANDES Service code 51 · EIN 33-0704072 | Investment Mgmt Fees | $261,833 |
INDEPENDENT FINANCIAL PARTNERS3+ years Filed as: CHARTWELL INVESTMENT PARTNER, INC. Service code 51 · EIN 36-4776242 | Investment Mgmt Fees | $243,652 |
THE BANK OF NEW YORK MELLON3+ years Filed as: BNY MELLON Service code 19 · EIN 13-5160382 | Securities Custodian | $201,809 |
Service code 28 · EIN 26-2237421 | Investment Management | $184,841 |
INVESTMENT PERFORMANCE SERVICES3+ years Filed as: INVESTMENT PERFORMANCE SERVICES LLC Service code 16 · EIN 58-2432390 | Consulting | $175,000 |
BLACKROCK2 years Filed as: BLACKROCK ADVISORS LLC Service code 21 · EIN 94-3112180 | Bank Trustee | $167,033 |
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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 | $184,886-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 47.1%-47.1pp | 0.0%0pp |
| Annual return | 13.09% | 16.32%-3.2pp | 8.32%+4.8pp | 16.32%-3.2pp |
| Employer contribution / active EE | $6,820 | $12,766-46.6% | $30,793-77.9% | $12,766-46.6% |
| Participant deferral / active EE | $0 | $800-100.0% | $90-100.0% | $800-100.0% |
| Admin fee / account holder | $0 | $0 | $2,802-100.0% | - |