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| Provider | Service type | Compensation |
|---|---|---|
SO CA IBEW-NECA ADMIN. CORP.1+ years Service code 13 · EIN 03-0512258 | Contract Administrator | $2,426,402 |
Service code 51 1301 FIFTH AVE STE 3100 · SEATTLE, WA 98101 | Investment Mgmt Fees | $657,281 |
WELLINGTON TRUST COMPANY1+ years Filed as: WELLINGTON MANAGEMENT COMPANY, NA Service code 51 · EIN 04-2755549 | Investment Mgmt Fees | $543,319 |
PANAGORA ASSET MANAGEMENT1+ years Filed as: PANAGORA MANAGEMENT Service code 51 · EIN 04-3063840 | Investment Mgmt Fees | $403,566 |
EARNEST PARTNERS, LLC1+ years Service code 51 · EIN 58-2386669 | Investment Mgmt Fees | $387,617 |
AMERICAN REALTY ADVISORS1+ years Service code 51 · EIN 33-0123114 | Investment Mgmt Fees | $306,669 |
AMERICAN REALTY ADVISORS1+ years Filed as: MACKAY SHIELDS LLC Service code 51 9 W 57TH ST · NEW YORK, NY 10019 | Investment Mgmt Fees | $269,780 |
RICE HALL JAMES1+ years Filed as: RICE HALL JAMES & ASSOCIATES LLC Service code 51 · EIN 43-1992528 | Investment Mgmt Fees | $250,730 |
RAEL & LETSON1+ years Service code 11 · EIN 94-1701048 | Actuarial | $229,074 |
HORIZON ACTUARIAL SERVICES, LLC1+ years Service code 11 · EIN 26-1370698 | Actuarial | $225,580 |
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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
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 | $57,821-100.0% | $209,859-100.0% | $57,821-100.0% |
| Participation rate | 0.0% | 5.5%-5.5pp | 42.7%-42.7pp | 5.5%-5.5pp |
| Annual return | -0.38% | 5.86%-6.2pp | 4.16%-4.5pp | 5.86%-6.2pp |
| Employer contribution / active EE | $12,510 | $10,137+23.4% | $29,966-58.3% | $10,137+23.4% |
| Participant deferral / active EE | $0 | $492-100.0% | $145-100.0% | $492-100.0% |
| Admin fee / account holder | $0 | $387-100.0% | $13,952-100.0% | $387-100.0% |