| Provider | Service type | Compensation |
|---|---|---|
Filed as: TRUSTEES MARYLAND ELECTRICAL S&A FU Service code 27 · EIN 52-1042609 | Advisory (Plan) | $549,281 |
Filed as: PRUDENTIAL RETIREMENT INSURANCE Service code 28 · EIN 06-1050034 | Investment Management | $196,175 |
Filed as: BENEFITS ADMINISTRATION CORP., INC Service code 13 · EIN 52-1139156 | Contract Administrator | $114,779 |
ABATO, RUBENSTEIN & ABATO8+ years Filed as: ABATO, RUBENSTEIN AND ABATO, PA Service code 29 · EIN 52-0904713 | Legal | $41,300 |
CALIBRE CPA GROUP PLLC1 year Filed as: CALIBRE CPA GROUP Service code 10 · EIN 47-0900880 | Accounting | $25,433 |
THE SEGAL COMPANY7 years Filed as: SEGAL MARCO ADVISORS Service code 17 · EIN 13-2646110 | Pension Consulting | $14,000 |
BMO HARRIS BANK NA7 years Filed as: M&T BANK Service code 19 · EIN 16-0538020 | Securities Custodian | $6,224 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $82,608 | $76,774+7.6% | $112,270-26.4% | $77,906+6.0% |
| Participation rate | 100.0% | 80.2%+19.8pp | 75.1%+24.9pp | 73.7%+26.3pp |
| Annual return | -16.24% | -10.25%-6.0pp | 27.49%-43.7pp | 12.16%-28.4pp |
| Employer contribution / active EE | $5,288 | $3,977+33.0% | $3,635+45.4% | $2,846+85.8% |
| Participant deferral / active EE | $0 | $3,778-100.0% | $4,729-100.0% | $4,805-100.0% |
| Admin fee / account holder | $262 | $239+9.7% | $6,411-95.9% | $133+97.8% |