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| Provider | Service type | Compensation |
|---|---|---|
US BANK5+ years Filed as: U.S. BANK NATIONAL ASSOCIATION Service code 21 · EIN 31-0841367 1555 N RIVERCENTER DR STE 300 · MILWUAKEE, WI 53212 | Bank Trustee | $832,597 |
SAN DIEGO ELECTRICAL ADMIN CORP.5+ years Service code 14 · EIN 72-1571046 | Plan Administrator | $594,134 |
Service code 28 · EIN 91-1042342 1200 SIXTH AVE. 700 · SEATTLE, WA 98101 | Investment Management | $501,640 |
Service code 28 · EIN 31-1301863 303 BROADWAY, SUITE 1200 · CINCINNATI, OH 45202 | Investment Management | $261,654 |
CLEAN TECH5+ years Service code 28 · EIN 27-2389233 | Investment Management | $227,500 |
TIMES SQUARE CAPITAL MANAGEMENT5+ years Filed as: TIMES SQUARE CAPITAL MANAGEMENT,LLC Service code 28 · EIN 20-1665304 7 TIMES SQUARE 42ND FLOOR · NEW YORK, NY 10036 | Investment Management | $163,146 |
INVESTMENT PERFORMANCE SERVICES5+ years Filed as: INVESTMENT PERFORMANCE SERVICES,LLC Service code 17 · EIN 58-2432390 570 EAST YORK STREET · SAVANNAH, GA 31401 | Pension Consulting | $131,804 |
WEDGE CAPITAL MANAGEMENT5+ years Filed as: WEDGE CAPITAL MANAGEMENT, LLP Service code 28 · EIN 56-1557450 301 SOUTH COLLEGE ST. STE. 3800 · CHARLOTTE, NC 28202 | Investment Management | $109,472 |
VENUTI & ASSOCIATES5+ years Service code 11 · EIN 04-3721424 | Actuarial | $104,817 |
BLACKROCK5+ years Filed as: BLACKROCK INSTITUTIONAL TRUST CO NA Service code 21 · EIN 94-3112180 | Bank Trustee | $77,490 |
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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $0 | $373,805-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 19.3%-19.3pp | 0.0%0pp |
| Annual return | 6.43% | 9.48%-3.0pp | 9.52%-3.1pp | 12.86%-6.4pp |
| Employer contribution / active EE | $5,156 | $12,808-59.7% | $41,951-87.7% | $13,687-62.3% |
| Participant deferral / active EE | $0 | $29-100.0% | $18-100.0% | $833-100.0% |
| Admin fee / account holder | $0 | $0 | $1,512-100.0% | - |