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| Provider | Service type | Compensation |
|---|---|---|
SO CA IBEW-NECA ADMIN. CORP.7+ years Service code 13 · EIN 03-0512258 | Contract Administrator | $2,942,875 |
Service code 51 1200 SIXTH AVE STE 700 · SEATTLE, WA 98101 | Investment Mgmt Fees | $1,390,826 |
Filed as: SIERRA INVESTMENT PARTNERS INC Service code 51 101 YGNACIO VALLEY RD STE 300 · WALNUT CREEK, CA 94596 | Investment Mgmt Fees | $1,180,694 |
AMERICAN REALTY ADVISORS7+ years Service code 51 · EIN 33-0123114 | Investment Mgmt Fees | $564,180 |
BOSTON PARTNERS7+ years Filed as: BOSTON PARTNERS ASSET MANAGEMENT Service code 51 · EIN 04-3270358 | Investment Mgmt Fees | $543,150 |
ULLICO4 years Filed as: ULLICO INVESTMENT ADVISORS INC Service code 51 · EIN 52-6435649 | Investment Mgmt Fees | $491,929 |
RAEL & LETSON7+ years Service code 11 · EIN 94-1701048 | Actuarial | $447,830 |
HORIZON ACTUARIAL SERVICES, LLC7+ years Service code 11 · EIN 26-1370698 | Actuarial | $335,400 |
OLD GLORY ASSET MANAGEMENT2 years Service code 51 · EIN 90-0065134 | Investment Mgmt Fees | $292,005 |
LOOMIS SAYLES1 year Filed as: LOOMIS, SAYLES & COMPANY INC. Service code 51 555 CALIFORNIA ST STE 3300 · SAN FRANCISCO, CA 94104 | Investment Mgmt Fees | $251,213 |
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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 | $164,721-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 21.0%-21.0pp | 0.0%0pp |
| Annual return | -5.95% | -14.80%+8.9pp | -5.85%-0.1pp | -14.80%+8.9pp |
| Employer contribution / active EE | $12,832 | $8,996+42.6% | $31,839-59.7% | $8,996+42.6% |
| Participant deferral / active EE | $0 | $455-100.0% | $2-100.0% | $455-100.0% |
| Admin fee / account holder | $0 | $0 | $1,000-100.0% | - |