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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 | $166,271+64.9% | $107,187+155.9% | $166,271+64.9% |
| Participation rate | 46.9% | 79.1%-32.2pp | 75.0%-28.1pp | 79.1%-32.2pp |
| Annual return | 12.52% | 15.58%-3.1pp | 204.55%-192.0pp | 15.58%-3.1pp |
| Employer contribution / active EE | $5,364 | $4,136+29.7% | $3,782+41.8% | $4,136+29.7% |
| Participant deferral / active EE | $0 | $7,214-100.0% | $5,096-100.0% | $7,214-100.0% |
| Admin fee / account holder | $95 | $445-78.5% | $9,162-99.0% | $445-78.5% |