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| Provider | Service type | Compensation |
|---|---|---|
SO CA IBEW-NECA ADMIN. CORP.8+ years Service code 13 · EIN 03-0512258 | Contract Administrator | $3,301,330 |
Service code 51 1200 6TH AVE STE 700 · SEATTLE, WA 98101 | Investment Mgmt Fees | $1,456,413 |
Filed as: SIERRA INVESTMENT PARTNERS INC Service code 51 101 YGNACIO VALLEY RD STE 300 · WALNUT CREEK, CA 94596 | Investment Mgmt Fees | $1,060,815 |
HAMILTON LANE ADVISORS, LLC3 years Filed as: HAMILTON LANE ADVISORS LLC Service code 51 · EIN 23-2962336 | Investment Mgmt Fees | $486,623 |
RAEL & LETSON8+ years Service code 11 · EIN 94-1701048 | Actuarial | $463,272 |
ULLICO5 years Filed as: ULLICO INVESTMENT ADVISORS INC Service code 28 · EIN 52-6435649 | Investment Management | $460,548 |
BOSTON PARTNERS8+ years Filed as: BOSTON PARTNERS ASSET MANAGEMENT Service code 51 · EIN 04-3270358 | Investment Mgmt Fees | $427,205 |
AMERICAN REALTY ADVISORS8+ years Service code 51 · EIN 33-0123114 | Investment Mgmt Fees | $335,484 |
HORIZON ACTUARIAL SERVICES, LLC8+ years Service code 11 · EIN 26-1370698 | Actuarial | $334,446 |
OLD GLORY ASSET MANAGEMENT3 years Service code 51 · EIN 90-0065134 | Investment Mgmt Fees | $248,648 |
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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 | $473,625-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 37.3%-37.3pp | 0.0%0pp |
| Annual return | 7.04% | 33.11%-26.1pp | 20.18%-13.1pp | 33.11%-26.1pp |
| Employer contribution / active EE | $12,749 | $9,000+41.7% | $29,108-56.2% | $9,000+41.7% |
| Participant deferral / active EE | $0 | $680-100.0% | $6-100.0% | $680-100.0% |
| Admin fee / account holder | $0 | $0 | $2,262-100.0% | - |