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| Provider | Service type | Compensation |
|---|---|---|
ELECTRICAL WELFARE TRUST FUND8+ years Service code 13 · EIN 52-6038507 | Contract Administrator | $660,720 |
INDEPENDENT FINANCIAL PARTNERS8+ years Filed as: SIERRA INVESTMENT PARTNERS, INC Service code 51 · EIN 68-0370668 | Investment Mgmt Fees | $483,089 |
INTECH INVESTMENT MANAGEMENT LLC8+ years Filed as: JANUS CAPITAL MANAGEMENT LLC Service code 51 · EIN 75-3019302 | Investment Mgmt Fees | $369,409 |
WEDGE CAPITAL MANAGEMENT8+ years Filed as: WEDGE CAPITAL Service code 51 · EIN 56-1557450 | Investment Mgmt Fees | $368,877 |
Filed as: CHARTWELL INVESTMENT PARTNERS, INC. Service code 51 · EIN 36-4776242 | Investment Mgmt Fees | $282,673 |
THE BANK OF NEW YORK MELLON8+ years Filed as: BNY MELLON Service code 19 · EIN 13-5160382 | Securities Custodian | $230,804 |
Service code 51 · EIN 13-3257590 | Investment Mgmt Fees | $222,910 |
INVESTMENT PERFORMANCE SERVICES8+ years Filed as: INVESTMENT PERFORMANCE SERVICES LLC Service code 16 · EIN 58-2432390 | Consulting | $190,000 |
LOOMIS SAYLES7 years Filed as: LOOMIS SAYLES TRUST COMPANY Service code 51 · EIN 20-8080381 | Investment Mgmt Fees | $164,774 |
HORIZON ACTUARIAL SERVICES, LLC8+ years Service code 11 · EIN 26-1370698 | Actuarial | $156,070 |
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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 | $164,721-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 21.0%-21.0pp | 0.0%0pp |
| Annual return | -8.07% | -14.80%+6.7pp | -5.85%-2.2pp | -14.80%+6.7pp |
| Employer contribution / active EE | $8,784 | $8,996-2.4% | $31,839-72.4% | $8,996-2.4% |
| Participant deferral / active EE | $0 | $455-100.0% | $2-100.0% | $455-100.0% |
| Admin fee / account holder | $0 | $0 | $1,000-100.0% | - |