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| Provider | Service type | Compensation |
|---|---|---|
ELECTRICAL INSURANCE TRUSTEES4+ years Service code 14 · EIN 36-1033970 | Plan Administrator | $1,968,000 |
LSV ASSET MANAGEMENT4+ years Service code 28 · EIN 23-2772200 | Investment Management | $977,092 |
WELLINGTON TRUST COMPANY4+ years Filed as: WELLINGTON TRUST CO Service code 28 · EIN 04-2755549 | Investment Management | $584,059 |
NATIONAL INVESTMENT SERVICES2 years Filed as: NATIONAL INVESTMENT SERVICES, INC Service code 28 · EIN 80-0169636 | Investment Management | $546,480 |
PIMCO FUNDS2 years Filed as: PACIFIC INVESTMENT MANAGEMENT CO. Service code 28 · EIN 33-0629048 | Investment Management | $511,174 |
Filed as: BAILLIE GIFFORD OVERSEAS LTD. Service code 28 · EIN 22-3438530 | Investment Management | $355,208 |
NEUBERGER BERMAN4+ years Service code 28 · EIN 02-0654486 | Investment Management | $318,299 |
EARNEST PARTNERS, LLC2 years Service code 28 · EIN 58-2386669 | Investment Management | $316,559 |
GLOBAL TRUST COMPANY3 years Service code 28 · EIN 26-3761443 | Investment Management | $192,972 |
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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 | $362,723-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 37.9%-37.9pp | 0.0%0pp |
| Annual return | 5.41% | 10.84%-5.4pp | 10.56%-5.2pp | 1023.85%-1018.4pp |
| Employer contribution / active EE | $14,809 | $14,186+4.4% | $30,199-51.0% | $11,605+27.6% |
| Participant deferral / active EE | $0 | $275-100.0% | $33-100.0% | $275-100.0% |
| Admin fee / account holder | $0 | $0 | $2,168-100.0% | - |