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| Provider | Service type | Compensation |
|---|---|---|
ELECTRICAL WELFARE TRUST FUND5+ years Service code 13 · EIN 52-6038507 | Contract Administrator | $625,952 |
INDEPENDENT FINANCIAL PARTNERS5+ years Filed as: SIERRA INVESTMENT PARTNERS, INC Service code 51 · EIN 68-0370668 | Investment Mgmt Fees | $441,320 |
WEDGE CAPITAL MANAGEMENT5+ years Filed as: WEDGE CAPITAL Service code 51 · EIN 56-1557450 | Investment Mgmt Fees | $365,720 |
INTECH INVESTMENT MANAGEMENT LLC5+ years Filed as: JANUS CAPITAL MANAGEMENT LLC Service code 51 · EIN 75-3019302 | Investment Mgmt Fees | $320,477 |
INDEPENDENT FINANCIAL PARTNERS5+ years Filed as: CHARTWELL INVESTMENT PARTNER, INC. Service code 51 · EIN 36-4776242 | Investment Mgmt Fees | $232,621 |
THE BANK OF NEW YORK MELLON5+ years Filed as: BNY MELLON Service code 19 · EIN 13-5160382 | Securities Custodian | $230,545 |
BRANDES INVESTMENT PARTNERS5+ years Filed as: BRANDES Service code 51 · EIN 33-0704072 | Investment Mgmt Fees | $214,383 |
Service code 28 · EIN 26-2237421 | Investment Management | $204,739 |
BLACKROCK4 years Filed as: BLACKROCK ADVISORS LLC Service code 21 · EIN 94-3112180 | Bank Trustee | $184,295 |
INVESTMENT PERFORMANCE SERVICES5+ years Filed as: INVESTMENT PERFORMANCE SERVICES LLC Service code 16 · EIN 58-2432390 | Consulting | $178,750 |
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Employer contribution per participant is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $0 | $362,723-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 37.9%-37.9pp | 0.0%0pp |
| Annual return | 15.94% | 10.84%+5.1pp | 10.56%+5.4pp | 1023.85%-1007.9pp |
| Employer contribution / active EE | $8,331 | $14,186-41.3% | $30,199-72.4% | $11,605-28.2% |
| Participant deferral / active EE | $0 | $275-100.0% | $33-100.0% | $275-100.0% |
| Admin fee / account holder | $0 | $0 | $2,168-100.0% | - |