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| Provider | Service type | Compensation |
|---|---|---|
ELECTRICAL INSURANCE TRUSTEES10+ years Service code 14 · EIN 36-1033970 | Plan Administrator | $2,280,000 |
LSV ASSET MANAGEMENT10+ years Service code 28 · EIN 23-2772200 | Investment Management | $1,501,760 |
NATIONAL INVESTMENT SERVICES8 years Filed as: NATIONAL INVESTMENT SERVICES, INC Service code 28 · EIN 84-3937993 | Investment Management | $761,466 |
WELLINGTON TRUST COMPANY10+ years Filed as: WELLINGTON TRUST CO Service code 28 · EIN 04-2755549 | Investment Management | $693,095 |
PIMCO FUNDS8 years Filed as: PACIFIC INVESTMENT MANAGEMENT CO. Service code 28 · EIN 33-0629048 | Investment Management | $600,010 |
NEUBERGER BERMAN10+ years Service code 28 · EIN 02-0654486 | Investment Management | $428,833 |
EARNEST PARTNERS, LLC8 years Service code 28 · EIN 58-2386669 | Investment Management | $372,348 |
NORTHERN TRUST COMPANY4 years Service code 19 · EIN 36-1561860 | Securities Custodian | $24,355 |
THE SEGAL COMPANY6 years Filed as: SEGAL SELECT INSURANCE SERVICES Service code 55 · EIN 46-0619194 | Other Commissions | $0 |
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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 | $82,130-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 12.5%-12.5pp | 0.0%0pp |
| Annual return | 11.01% | 7.72%+3.3pp | 8.99%+2.0pp | 7.72%+3.3pp |
| Employer contribution / active EE | $19,013 | $10,549+80.2% | $25,171-24.5% | $10,549+80.2% |
| Participant deferral / active EE | $0 | $275-100.0% | $1-100.0% | $275-100.0% |
| Admin fee / account holder | $0 | $0 | $1,134-100.0% | - |