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| Provider | Service type | Compensation |
|---|---|---|
SO CA IBEW-NECA ADMIN. CORP.2+ years Service code 13 · EIN 03-0512258 | Contract Administrator | $2,815,141 |
Service code 51 1200 SIXTH AVE STE 700 · SEATTLE, WA 98101 | Investment Mgmt Fees | $784,956 |
WELLINGTON TRUST COMPANY2+ years Filed as: WELLINGTON MANAGEMENT COMPANY, NA Service code 51 · EIN 04-2755549 | Investment Mgmt Fees | $377,792 |
PARKER, MILLIKEN, CLARK2+ years Service code 29 · EIN 95-4350527 | Legal | $342,338 |
AMERICAN REALTY ADVISORS2+ years Service code 51 · EIN 33-0123114 | Investment Mgmt Fees | $328,103 |
EARNEST PARTNERS, LLC2+ years Service code 51 · EIN 58-2386669 | Investment Mgmt Fees | $319,040 |
PANAGORA ASSET MANAGEMENT2+ years Filed as: PANAGORA MANAGEMENT Service code 51 · EIN 04-3063840 | Investment Mgmt Fees | $313,633 |
AMERICAN REALTY ADVISORS2+ years Filed as: MACKAY SHIELDS LLC Service code 51 9 W 57TH ST · NEW YORK, NY 10019 | Investment Mgmt Fees | $284,688 |
RAEL & LETSON2+ years Service code 11 · EIN 94-1701048 | Actuarial | $276,257 |
HORIZON ACTUARIAL SERVICES, LLC2+ years Service code 11 · EIN 26-1370698 | Actuarial | $266,713 |
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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $184,886-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 47.1%-47.1pp | 0.0%0pp |
| Annual return | 11.86% | 16.32%-4.5pp | 8.32%+3.5pp | 16.32%-4.5pp |
| Employer contribution / active EE | $13,324 | $12,766+4.4% | $30,793-56.7% | $12,766+4.4% |
| Participant deferral / active EE | $0 | $800-100.0% | $90-100.0% | $800-100.0% |
| Admin fee / account holder | $0 | $0 | $2,802-100.0% | - |