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| Provider | Service type | Compensation |
|---|---|---|
SO CA IBEW-NECA ADMIN. CORP.6+ years Service code 13 · EIN 03-0512258 | Contract Administrator | $2,689,823 |
Service code 51 1200 SIXTH AVE STE 700 · SEATTLE, WA 98101 | Investment Mgmt Fees | $1,202,347 |
Filed as: SIERRA INVESTMENT PARTNERS INC Service code 51 101 YGNACIO VALLEY RD STE 300 · WALNUT CREEK, CA 94596 | Investment Mgmt Fees | $1,028,681 |
ULLICO3 years Filed as: ULLICO INVESTMENT ADVISORS INC Service code 28 · EIN 52-6435649 | Investment Management | $473,258 |
RAEL & LETSON6+ years Service code 11 · EIN 94-1701048 | Actuarial | $384,436 |
BOSTON PARTNERS6+ years Filed as: BOSTON PARTNERS ASSET MANAGEMENT Service code 51 · EIN 04-3270358 | Investment Mgmt Fees | $326,106 |
HORIZON ACTUARIAL SERVICES, LLC6+ years Service code 11 · EIN 26-1370698 | Actuarial | $281,299 |
Service code 51 · EIN 90-0065134 | Investment Mgmt Fees | $275,060 |
Service code 27 570 E YORK ST · SAVANNAH, GA 31401 | Advisory (Plan) | $232,500 |
LOOMIS SAYLES6+ years Filed as: LOOMIS, SAYLES, & COMPANY INC. Service code 51 555 CALIFORNIA ST STE 3300 · SAN FRANCISCO, CA 94104 | Investment Mgmt Fees | $222,375 |
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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 | $201,582-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 23.6%-23.6pp | 0.0%0pp |
| Annual return | 23.70% | 19.39%+4.3pp | 11.08%+12.6pp | 19.39%+4.3pp |
| Employer contribution / active EE | $12,060 | $8,446+42.8% | $28,418-57.6% | $8,446+42.8% |
| Participant deferral / active EE | $0 | $353-100.0% | $86-100.0% | $353-100.0% |
| Admin fee / account holder | $0 | $0 | $6,559-100.0% | - |