| Provider | Service type | Compensation |
|---|---|---|
Filed as: TRUSTEES MARYLAND ELECTRICAL S&A FU Service code 27 · EIN 52-1042609 | Advisory (Plan) | $570,578 |
Filed as: PRUDENTIAL RETIREMENT INSURANCE Service code 28 · EIN 06-1050034 | Investment Management | $233,870 |
Filed as: BENEFITS ADMINISTRATION CORP., INC Service code 13 · EIN 52-1139156 | Contract Administrator | $113,803 |
ABATO, RUBENSTEIN & ABATO7+ years Filed as: ABATO, RUBENSTEIN AND ABATO, PA Service code 29 · EIN 52-0904713 | Legal | $34,717 |
Filed as: WEYRICH CRONIN & SORRA, LLC Service code 10 · EIN 81-4643077 | Accounting | $28,488 |
THE SEGAL COMPANY6 years Filed as: SEGAL MARCO ADVISORS Service code 17 · EIN 13-2646110 | Pension Consulting | $14,000 |
BMO HARRIS BANK NA6 years Filed as: M&T BANK Service code 19 · EIN 16-0538020 | Securities Custodian | $6,904 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $103,675 | $88,770+16.8% | $109,191-5.1% | $93,010+11.5% |
| Participation rate | 100.0% | 81.5%+18.5pp | 75.9%+24.1pp | 73.9%+26.1pp |
| Annual return | 12.94% | 60.64%-47.7pp | 25.76%-12.8pp | 158.70%-145.8pp |
| Employer contribution / active EE | $4,829 | $3,780+27.8% | $3,723+29.7% | $2,705+78.5% |
| Participant deferral / active EE | $0 | $3,630-100.0% | $4,653-100.0% | $4,561-100.0% |
| Admin fee / account holder | $292 | $172+69.5% | $6,756-95.7% | $152+92.6% |