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| Provider | Service type | Compensation |
|---|---|---|
ELECTRICAL INSURANCE TRUSTEES8+ years Service code 14 · EIN 36-1033970 | Plan Administrator | $2,088,000 |
LSV ASSET MANAGEMENT8+ years Service code 28 · EIN 23-2772200 | Investment Management | $1,180,088 |
NATIONAL INVESTMENT SERVICES6 years Filed as: NATIONAL INVESTMENT SERVICES, INC Service code 28 · EIN 84-3937993 | Investment Management | $583,568 |
WELLINGTON TRUST COMPANY8+ years Filed as: WELLINGTON TRUST CO Service code 28 · EIN 04-2755549 | Investment Management | $506,627 |
BAILLIE GIFFORD OVERSEAS LTD5 years Filed as: BAILLIE GIFFORD OVERSEAS LTD. Service code 28 · EIN 22-3438530 | Investment Management | $496,896 |
EARNEST PARTNERS, LLC6 years Service code 28 · EIN 58-2386669 | Investment Management | $389,584 |
PIMCO FUNDS6 years Filed as: PACIFIC INVESTMENT MANAGEMENT CO. Service code 28 · EIN 33-0629048 | Investment Management | $369,238 |
NEUBERGER BERMAN8+ years Service code 28 · EIN 02-0654486 | Investment Management | $339,771 |
Filed as: J.P. MORGAN INVESTMENT MANAGEMENT Service code 28 · EIN 13-3200244 | Investment Management | $263,059 |
Filed as: 50 SOUTH CAPITAL Service code 28 · EIN 36-4804094 | Investment Management | $204,834 |
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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 | $473,625-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 37.3%-37.3pp | 0.0%0pp |
| Annual return | 6.22% | 33.11%-26.9pp | 20.18%-14.0pp | 33.11%-26.9pp |
| Employer contribution / active EE | $17,494 | $9,000+94.4% | $29,108-39.9% | $9,000+94.4% |
| Participant deferral / active EE | $0 | $680-100.0% | $6-100.0% | $680-100.0% |
| Admin fee / account holder | $0 | $0 | $2,262-100.0% | - |