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| Provider | Service type | Compensation |
|---|---|---|
ELECTRICAL INSURANCE TRUSTEES7+ years Service code 14 · EIN 36-1033970 | Plan Administrator | $2,064,000 |
LSV ASSET MANAGEMENT7+ years Service code 28 · EIN 23-2772200 | Investment Management | $1,248,261 |
WELLINGTON TRUST COMPANY7+ years Filed as: WELLINGTON TRUST CO Service code 28 · EIN 04-2755549 | Investment Management | $715,961 |
NATIONAL INVESTMENT SERVICES5 years Filed as: NATIONAL INVESTMENT SERVICES, INC Service code 28 · EIN 84-3937993 | Investment Management | $646,848 |
BAILLIE GIFFORD OVERSEAS LTD4 years Filed as: BAILLIE GIFFORD OVERSEAS LTD. Service code 28 · EIN 22-3438530 | Investment Management | $638,630 |
PIMCO FUNDS5 years Filed as: PACIFIC INVESTMENT MANAGEMENT CO. Service code 28 · EIN 33-0629048 | Investment Management | $534,868 |
EARNEST PARTNERS, LLC5 years Service code 28 · EIN 58-2386669 | Investment Management | $451,226 |
NEUBERGER BERMAN7+ years Service code 28 · EIN 02-0654486 | Investment Management | $368,070 |
GLOBAL TRUST COMPANY6 years Service code 28 · EIN 26-3761443 | Investment Management | $344,388 |
NORTHERN TRUST COMPANY1 year Service code 19 · EIN 36-1561860 | Securities Custodian | $9,105 |
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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 | $164,721-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 21.0%-21.0pp | 0.0%0pp |
| Annual return | -8.94% | -14.80%+5.9pp | -5.85%-3.1pp | -14.80%+5.9pp |
| Employer contribution / active EE | $15,944 | $8,996+77.2% | $31,839-49.9% | $8,996+77.2% |
| Participant deferral / active EE | $0 | $455-100.0% | $2-100.0% | $455-100.0% |
| Admin fee / account holder | $0 | $0 | $1,000-100.0% | - |