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| Provider | Service type | Compensation |
|---|---|---|
ELECTRICAL INSURANCE TRUSTEES10+ years Service code 14 · EIN 36-1033970 | Plan Administrator | $725,187 |
Filed as: JOHN HANCOCK RETIREMENT PLAN SERVIC Service code 15 · EIN 01-0233346 | Recordkeeping | $441,890 |
Filed as: STATE STREET GLOBAL ADVISOR TRUST Service code 28 · EIN 81-4017137 | Investment Management | $37,419 |
THE SEGAL COMPANY3 years Filed as: SEGAL SELECT INSURANCE Service code 22 · EIN 46-0619194 | Insurance Broker | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Assets per participant exceed $250,000 - top-decile high-value plan.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $274,249 | $165,320+65.9% | $119,126+130.2% | $165,320+65.9% |
| Participation rate | 46.9% | 81.8%-34.9pp | 75.8%-28.9pp | 81.8%-34.9pp |
| Annual return | 12.52% | 12.93%-0.4pp | 282.11%-269.6pp | 12.93%-0.4pp |
| Employer contribution / active EE | $5,364 | $4,428+21.1% | $4,034+33.0% | $4,428+21.1% |
| Participant deferral / active EE | $0 | $7,228-100.0% | $5,318-100.0% | $7,228-100.0% |
| Admin fee / account holder | $95 | $137-30.5% | $10,693-99.1% | $137-30.5% |