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| Provider | Service type | Compensation |
|---|---|---|
ELECTRICAL INSURANCE TRUSTEES3+ years Service code 14 · EIN 36-1033970 | Plan Administrator | $1,920,000 |
LSV ASSET MANAGEMENT3+ years Service code 28 · EIN 23-2772200 | Investment Management | $1,057,375 |
WELLINGTON TRUST COMPANY3+ years Filed as: WELLINGTON TRUST CO Service code 28 · EIN 04-2755549 | Investment Management | $533,607 |
Filed as: NATIONAL INVESTMENT SERVICES, INC Service code 28 · EIN 80-0169636 | Investment Management | $522,019 |
PIMCO FUNDS1 year Filed as: PACIFIC INVESTMENT MANAGEMENT CO. Service code 28 · EIN 33-0629048 | Investment Management | $458,789 |
Filed as: BALLIE GIFFORD & CO. Service code 28 · EIN 22-3438530 | Investment Management | $362,630 |
EARNEST PARTNERS, LLC1 year Service code 28 · EIN 58-2386669 | Investment Management | $308,326 |
NEUBERGER BERMAN3+ years Service code 28 · EIN 02-0654486 | Investment Management | $289,898 |
GLOBAL TRUST COMPANY2 years Service code 28 · EIN 26-3761443 | Investment Management | $188,241 |
ULLICO1 year Filed as: ULLICO INVESTMENT COMPANY Service code 28 · EIN 90-0622302 | Investment Management | $26,762 |
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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 | $245,396-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 43.0%-43.0pp | 0.0%0pp |
| Annual return | 6.58% | 73.13%-66.6pp | -752.26%+758.8pp | 73.13%-66.6pp |
| Employer contribution / active EE | $14,777 | $8,421+75.5% | $31,802-53.5% | $8,421+75.5% |
| Participant deferral / active EE | $0 | $293-100.0% | $47-100.0% | $293-100.0% |
| Admin fee / account holder | $0 | $0 | $1,223-100.0% | - |