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| Provider | Service type | Compensation |
|---|---|---|
ELECTRICAL WELFARE TRUST FUND9+ years Service code 13 · EIN 52-6038507 | Contract Administrator | $516,384 |
INDEPENDENT FINANCIAL PARTNERS9+ years Filed as: SIERRA INVESTMENT PARTNERS, INC Service code 51 · EIN 68-0370668 | Investment Mgmt Fees | $502,645 |
Filed as: HAMILTON LANE ADVISORS LLC Service code 52 · EIN 23-2962336 | Indirect Investment Fees | $405,000 |
WEDGE CAPITAL MANAGEMENT9+ years Filed as: WEDGE CAPITAL Service code 51 · EIN 56-1557450 | Investment Mgmt Fees | $393,513 |
Service code 51 · EIN 04-2895544 | Investment Mgmt Fees | $344,997 |
INTECH INVESTMENT MANAGEMENT LLC9+ years Filed as: JANUS CAPITAL MANAGEMENT LLC Service code 51 · EIN 75-3019302 | Investment Mgmt Fees | $344,971 |
THE BANK OF NEW YORK MELLON9+ years Filed as: BNY MELLON Service code 19 · EIN 13-5160382 | Securities Custodian | $257,963 |
Filed as: CHARTWELL INVESTMENT PARTNERS, INC. Service code 51 · EIN 36-4776242 | Investment Mgmt Fees | $249,010 |
Filed as: MESIROW FINANCIAL Service code 51 353 NORTH CLARK STREET · CHICAGO, IL 60654 | Investment Mgmt Fees | $246,072 |
Service code 51 · EIN 13-3257590 | Investment Mgmt Fees | $241,736 |
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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 | $473,625-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 37.3%-37.3pp | 0.0%0pp |
| Annual return | 6.59% | 33.11%-26.5pp | 20.18%-13.6pp | 33.11%-26.5pp |
| Employer contribution / active EE | $8,711 | $9,000-3.2% | $29,108-70.1% | $9,000-3.2% |
| Participant deferral / active EE | $0 | $680-100.0% | $6-100.0% | $680-100.0% |
| Admin fee / account holder | $0 | $0 | $2,262-100.0% | - |