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| Provider | Service type | Compensation |
|---|---|---|
SO CA IBEW-NECA ADMIN. CORP.4+ years Service code 13 · EIN 03-0512258 | Contract Administrator | $2,640,305 |
Service code 51 1200 SIXTH AVE STE 700 · SEATTLE, WA 98101 | Investment Mgmt Fees | $1,041,468 |
EARNEST PARTNERS, LLC4+ years Service code 51 · EIN 58-2386669 | Investment Mgmt Fees | $579,600 |
RAEL & LETSON4+ years Service code 11 · EIN 94-1701048 | Actuarial | $378,373 |
PANAGORA ASSET MANAGEMENT4+ years Filed as: PANAGORA MANAGEMENT Service code 51 · EIN 04-3063840 | Investment Mgmt Fees | $327,736 |
ULLICO1 year Filed as: ULLICO INVESTMENT ADVISORS INC Service code 28 · EIN 52-6435649 | Investment Management | $320,292 |
HORIZON ACTUARIAL SERVICES, LLC4+ years Service code 11 · EIN 26-1370698 | Actuarial | $303,615 |
WELLINGTON TRUST COMPANY4+ years Filed as: WELLINGTON MANAGEMENT COMPANY, NA Service code 51 · EIN 04-2755549 | Investment Mgmt Fees | $289,249 |
PARKER, MILLIKEN, CLARK4+ years Service code 29 · EIN 95-4350527 | Legal | $280,097 |
Filed as: LAQUER, URBAN, CLIFFORD & HODGE Service code 29 · EIN 95-4047729 | Legal | $278,431 |
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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 | $0 | $362,723-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 37.9%-37.9pp | 0.0%0pp |
| Annual return | 3.38% | 10.84%-7.5pp | 10.56%-7.2pp | 1023.85%-1020.5pp |
| Employer contribution / active EE | $12,305 | $14,186-13.3% | $30,199-59.3% | $11,605+6.0% |
| Participant deferral / active EE | $0 | $275-100.0% | $33-100.0% | $275-100.0% |
| Admin fee / account holder | $0 | $0 | $2,168-100.0% | - |