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| Provider | Service type | Compensation |
|---|---|---|
ELECTRICAL WELFARE TRUST FUND6+ years Service code 13 · EIN 52-6038507 | Contract Administrator | $615,389 |
INDEPENDENT FINANCIAL PARTNERS6+ years Filed as: SIERRA INVESTMENT PARTNERS, INC Service code 51 · EIN 68-0370668 | Investment Mgmt Fees | $496,353 |
INTECH INVESTMENT MANAGEMENT LLC6+ years Filed as: JANUS CAPITAL MANAGEMENT LLC Service code 51 · EIN 75-3019302 | Investment Mgmt Fees | $351,209 |
WEDGE CAPITAL MANAGEMENT6+ years Filed as: WEDGE CAPITAL Service code 51 · EIN 56-1557450 | Investment Mgmt Fees | $336,364 |
THE BANK OF NEW YORK MELLON6+ years Filed as: BNY MELLON Service code 19 · EIN 13-5160382 | Securities Custodian | $255,900 |
BLACKROCK5 years Filed as: BLACKROCK ADVISORS LLC Service code 21 · EIN 94-3112180 | Bank Trustee | $207,487 |
Filed as: CHARTWELL INVESTMENT PARTNERS, INC. Service code 51 · EIN 36-4776242 | Investment Mgmt Fees | $198,473 |
BRANDES INVESTMENT PARTNERS6+ years Filed as: BRANDES Service code 51 · EIN 33-0704072 | Investment Mgmt Fees | $190,854 |
INVESTMENT PERFORMANCE SERVICES6+ years Filed as: INVESTMENT PERFORMANCE SERVICES LLC Service code 16 · EIN 58-2432390 | Consulting | $190,000 |
LOOMIS SAYLES5 years Filed as: LOOMIS SAYLES TRUST COMPANY Service code 51 · EIN 20-8080381 | Investment Mgmt Fees | $167,843 |
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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 | $162,072-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 33.1%-33.1pp | 0.0%0pp |
| Annual return | 8.68% | 6.00%+2.7pp | 8.01%+0.7pp | 5230.06%-5221.4pp |
| Employer contribution / active EE | $8,476 | $14,010-39.5% | $29,476-71.2% | $10,491-19.2% |
| Participant deferral / active EE | $0 | $460-100.0% | $735-100.0% | $460-100.0% |
| Admin fee / account holder | $0 | $0 | $630-100.0% | - |