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| Provider | Service type | Compensation |
|---|---|---|
ELECTRICAL WELFARE TRUST FUND4+ years Service code 13 · EIN 52-6038507 | Contract Administrator | $615,217 |
INDEPENDENT FINANCIAL PARTNERS4+ years Filed as: SIERRA INVESTMENT PARTNERS, INC Service code 51 · EIN 68-0370668 | Investment Mgmt Fees | $422,935 |
WEDGE CAPITAL MANAGEMENT4+ years Filed as: WEDGE CAPITAL Service code 51 · EIN 56-1557450 | Investment Mgmt Fees | $358,730 |
INTECH INVESTMENT MANAGEMENT LLC4+ years Filed as: JANUS CAPITAL MANAGEMENT LLC Service code 51 · EIN 75-3019302 | Investment Mgmt Fees | $353,756 |
INDEPENDENT FINANCIAL PARTNERS4+ years Filed as: CHARTWELL INVESTMENT PARTNER, INC. Service code 51 · EIN 36-4776242 | Investment Mgmt Fees | $255,317 |
BRANDES INVESTMENT PARTNERS4+ years Filed as: BRANDES Service code 51 · EIN 33-0704072 | Investment Mgmt Fees | $238,606 |
THE BANK OF NEW YORK MELLON4+ years Filed as: BNY MELLON Service code 19 · EIN 13-5160382 | Securities Custodian | $207,677 |
Service code 28 · EIN 26-2237421 | Investment Management | $197,275 |
BLACKROCK3 years Filed as: BLACKROCK ADVISORS LLC Service code 21 · EIN 94-3112180 | Bank Trustee | $181,531 |
INVESTMENT PERFORMANCE SERVICES4+ years Filed as: INVESTMENT PERFORMANCE SERVICES LLC Service code 16 · EIN 58-2432390 | Consulting | $175,000 |
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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 | $245,396-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 43.0%-43.0pp | 0.0%0pp |
| Annual return | -3.03% | 73.13%-76.2pp | -752.26%+749.2pp | 73.13%-76.2pp |
| Employer contribution / active EE | $7,347 | $8,421-12.8% | $31,802-76.9% | $8,421-12.8% |
| Participant deferral / active EE | $0 | $293-100.0% | $47-100.0% | $293-100.0% |
| Admin fee / account holder | $0 | $0 | $1,223-100.0% | - |