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| Provider | Service type | Compensation |
|---|---|---|
Filed as: HORIZON ACTUARIAL SERVICES LLC Service code 11 · EIN 26-1370698 | Actuarial | $75,029 |
Filed as: INVESTMENT PERFORMANCE SERVICES LLC Service code 27 · EIN 58-2432390 | Advisory (Plan) | $69,265 |
PLUMBERS LOCAL UNION NO. 6903 years Filed as: PLUMBERS & PIPEFITTERS U.A. L. 188 Service code 49 2337 E. VICTORY DRIVE · SAVANNAH, GA 31404 | Other Services | $54,335 |
Service code 13 · EIN 99-0940151 | Contract Administrator | $45,376 |
NAT'L ELEV IND PENSION PLAN3 years Filed as: NAT'L EMPLOYEE BENEFITS ADMINISTRAT Service code 13 · EIN 65-0498809 | Contract Administrator | $39,497 |
JPMORGAN INVEST HOLDINGS LLC3 years Filed as: JPMORGAN CHASE BANK, NA Service code 24 · EIN 13-4994650 | Discretionary Trustee | $31,569 |
WELLINGTON TRUST COMPANY3 years Filed as: WELLINGTON TRUST COMPANY, NA Service code 28 · EIN 04-2755549 | Investment Management | $28,808 |
GREAT LAKES ADVISORS, LLC3 years Service code 28 · EIN 80-0292839 | Investment Management | $26,606 |
Filed as: ROBEIN URANN SPENCER PICARD & CANGE Service code 29 · EIN 72-0999672 | Legal | $26,528 |
Filed as: CHARTWELL INVESTMENT PARTNERS Service code 28 · EIN 36-4776242 | Investment Management | $25,976 |
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Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $0 | $141,811-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 15.2%-15.2pp | 0.0%0pp |
| Annual return | 10.37% | 8.65%+1.7pp | 9.03%+1.3pp | 10.20%+0.2pp |
| Employer contribution / active EE | $10,747 | $14,388-25.3% | $26,284-59.1% | $15,145-29.0% |
| Participant deferral / active EE | $0 | $2,028-100.0% | $1-100.0% | $2,028-100.0% |
| Admin fee / account holder | $0 | $0 | $940-100.0% | - |