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| Provider | Service type | Compensation |
|---|---|---|
SO CA IBEW-NECA ADMIN. CORP.5+ years Service code 13 · EIN 03-0512258 | Contract Administrator | $3,675,335 |
Service code 51 1200 SIXTH AVE STE 700 · SEATTLE, WA 98101 | Investment Mgmt Fees | $1,205,647 |
EARNEST PARTNERS, LLC5+ years Service code 51 · EIN 58-2386669 | Investment Mgmt Fees | $611,350 |
Filed as: BNY MELLON INVESTMENT MNGMT CAYMAN Service code 51 | Investment Mgmt Fees | $395,662 |
RAEL & LETSON5+ years Service code 11 · EIN 94-1701048 | Actuarial | $379,425 |
ULLICO2 years Filed as: ULLICO INVESTMENT ADVISORS INC Service code 28 · EIN 52-6435649 | Investment Management | $321,974 |
HORIZON ACTUARIAL SERVICES, LLC5+ years Service code 11 · EIN 26-1370698 | Actuarial | $312,306 |
NATIONAL INVESTMENT SERVICES2 years Service code 51 · EIN 80-0169636 | Investment Mgmt Fees | $291,905 |
PARKER, MILLIKEN, CLARK5+ years Service code 29 · EIN 95-4350527 | Legal | $286,603 |
AMERICAN REALTY ADVISORS5+ years Service code 51 · EIN 33-0123114 | Investment Mgmt Fees | $229,433 |
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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
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 | $162,072-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 33.1%-33.1pp | 0.0%0pp |
| Annual return | 0.67% | 6.00%-5.3pp | 8.01%-7.3pp | 5230.06%-5229.4pp |
| Employer contribution / active EE | $12,492 | $14,010-10.8% | $29,476-57.6% | $10,491+19.1% |
| Participant deferral / active EE | $0 | $460-100.0% | $735-100.0% | $460-100.0% |
| Admin fee / account holder | $0 | $0 | $630-100.0% | - |