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| Provider | Service type | Compensation |
|---|---|---|
ELECTRICAL WELFARE TRUST FUND7+ years Service code 13 · EIN 52-6038507 | Contract Administrator | $641,659 |
INDEPENDENT FINANCIAL PARTNERS7+ years Filed as: SIERRA INVESTMENT PARTNERS, INC Service code 51 · EIN 68-0370668 | Investment Mgmt Fees | $548,913 |
INTECH INVESTMENT MANAGEMENT LLC7+ years Filed as: JANUS CAPITAL MANAGEMENT LLC Service code 51 · EIN 75-3019302 | Investment Mgmt Fees | $451,371 |
WEDGE CAPITAL MANAGEMENT7+ years Filed as: WEDGE CAPITAL Service code 51 · EIN 56-1557450 | Investment Mgmt Fees | $427,463 |
Filed as: CHARTWELL INVESTMENT PARTNERS, INC. Service code 51 · EIN 36-4776242 | Investment Mgmt Fees | $301,848 |
BLACKROCK6 years Filed as: BLACKROCK ADVISORS LLC Service code 21 · EIN 94-3112180 | Bank Trustee | $245,403 |
THE BANK OF NEW YORK MELLON7+ years Filed as: BNY MELLON Service code 19 · EIN 13-5160382 | Securities Custodian | $227,451 |
INVESTMENT PERFORMANCE SERVICES7+ years Filed as: INVESTMENT PERFORMANCE SERVICES LLC Service code 16 · EIN 58-2432390 | Consulting | $190,000 |
LOOMIS SAYLES6 years Filed as: LOOMIS SAYLES TRUST COMPANY Service code 51 · EIN 20-8080381 | Investment Mgmt Fees | $186,482 |
Service code 51 · EIN 13-3257590 | Investment Mgmt Fees | $165,493 |
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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 | $201,582-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 23.6%-23.6pp | 0.0%0pp |
| Annual return | 18.15% | 19.39%-1.2pp | 11.08%+7.1pp | 19.39%-1.2pp |
| Employer contribution / active EE | $8,595 | $8,446+1.8% | $28,418-69.8% | $8,446+1.8% |
| Participant deferral / active EE | $0 | $353-100.0% | $86-100.0% | $353-100.0% |
| Admin fee / account holder | $0 | $0 | $6,559-100.0% | - |