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| Provider | Service type | Compensation |
|---|---|---|
SO CA IBEW-NECA ADMIN. CORP.9+ years Service code 13 · EIN 03-0512258 | Contract Administrator | $3,250,561 |
Service code 51 1200 6TH AVE STE 700 · SEATTLE, WA 98101 | Investment Mgmt Fees | $1,360,327 |
Filed as: SIERRA INVESTMENT PARTNERS INC Service code 51 101 YGNACIO VALLEY RD STE 300 · WALNUT CREEK, CA 94596 | Investment Mgmt Fees | $1,221,856 |
BOSTON PARTNERS9+ years Filed as: BOSTON PARTNERS ASSET MANAGEMENT Service code 51 · EIN 04-3270358 | Investment Mgmt Fees | $705,827 |
ULLICO6 years Filed as: ULLICO INVESTMENT ADVISORS INC Service code 28 · EIN 52-6435649 | Investment Management | $475,773 |
AMERICAN REALTY ADVISORS9+ years Service code 51 · EIN 33-0123114 | Investment Mgmt Fees | $447,902 |
RAEL & LETSON9+ years Service code 11 · EIN 94-1701048 | Actuarial | $433,495 |
HORIZON ACTUARIAL SERVICES, LLC9+ years Service code 11 · EIN 26-1370698 | Actuarial | $314,710 |
Service code 27 · EIN 58-2432390 | Advisory (Plan) | $254,625 |
OLD GLORY ASSET MANAGEMENT4 years Service code 51 · EIN 90-0065134 | Investment Mgmt Fees | $229,209 |
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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 | $201,416-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 32.7%-32.7pp | 0.0%0pp |
| Annual return | 8.10% | 8.48%-0.4pp | 8.10%0pp | 8.48%-0.4pp |
| Employer contribution / active EE | $12,274 | $9,949+23.4% | $28,649-57.2% | $9,949+23.4% |
| Participant deferral / active EE | $0 | $734-100.0% | $10-100.0% | $734-100.0% |
| Admin fee / account holder | $0 | $0 | $60,136-100.0% | - |