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| Provider | Service type | Compensation |
|---|---|---|
ELECTRICAL INSURANCE TRUSTEES2+ years Service code 14 · EIN 36-1033970 | Plan Administrator | $2,028,000 |
LSV ASSET MANAGEMENT2+ years Service code 28 · EIN 23-2772200 | Investment Management | $896,023 |
WELLINGTON TRUST COMPANY2+ years Filed as: WELLINGTON TRUST CO Service code 28 · EIN 04-2755549 | Investment Management | $525,491 |
NATIONAL INVESTMENT SERVICES2+ years Service code 28 · EIN 80-0169636 | Investment Management | $495,458 |
SEI INVESTMENTS2+ years Filed as: SEI TRUST COMPANY Service code 28 · EIN 06-1271230 | Investment Management | $394,082 |
BAILLIE GIFFORD OVERSEAS LTD2+ years Filed as: BALLIE GIFFORD Service code 28 · EIN 22-3438530 | Investment Management | $304,130 |
NEUBERGER BERMAN2+ years Service code 28 · EIN 02-0654486 | Investment Management | $279,884 |
EARNEST PARTNERS, LLC2+ years Filed as: EARNEST PARTNERS Service code 28 · EIN 58-2386669 | Investment Management | $275,303 |
WESTWOOD TRUST1 year Service code 28 · EIN 75-1447785 | Investment Management | $139,827 |
GLOBAL TRUST COMPANY1 year Service code 28 · EIN 26-3761443 | Investment Management | $112,372 |
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Counterparties on defaulted loans (Part 1), defaulted leases (Part 2), and non-exempt prohibited transactions (Part 3). Presence of any row warrants fiduciary review.
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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 | $184,886-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 47.1%-47.1pp | 0.0%0pp |
| Annual return | 10.98% | 16.32%-5.3pp | 8.32%+2.7pp | 16.32%-5.3pp |
| Employer contribution / active EE | $14,778 | $12,766+15.8% | $30,793-52.0% | $12,766+15.8% |
| Participant deferral / active EE | $0 | $800-100.0% | $90-100.0% | $800-100.0% |
| Admin fee / account holder | $0 | $0 | $2,802-100.0% | - |