| Provider | Service type | Compensation |
|---|---|---|
Filed as: TRUSTEES MARYLAND ELECTRICAL S&A FU Service code 27 · EIN 52-1042609 | Advisory (Plan) | $547,019 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLIAGE, CO 80111 | Recordkeeping Fees | $526,732 |
Filed as: PRUDENTIAL RETIREMENT INSURANCE Service code 28 · EIN 06-1050034 | Investment Management | $198,636 |
Filed as: BENEFITS ADMINISTRATION CORP., INC Service code 13 · EIN 52-1139156 | Contract Administrator | $127,615 |
ABATO, RUBENSTEIN & ABATO9+ years Filed as: ABATO, RUBENSTEIN AND ABATO, PA Service code 29 · EIN 52-0904713 | Legal | $63,971 |
CALIBRE CPA GROUP PLLC2 years Filed as: CALIBRE CPA GROUP Service code 10 · EIN 47-0900880 | Accounting | $29,923 |
THE SEGAL COMPANY8 years Filed as: SEGAL MARCO ADVISORS Service code 27 · EIN 13-2646110 | Advisory (Plan) | $14,000 |
BMO HARRIS BANK NA8 years Filed as: M&T BANK Service code 19 · EIN 16-0538020 | Securities Custodian | $6,959 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $94,030 | $88,479+6.3% | $96,543-2.6% | $80,187+17.3% |
| Participation rate | 100.0% | 79.9%+20.1pp | 74.3%+25.7pp | 72.9%+27.1pp |
| Annual return | 15.74% | 22.53%-6.8pp | 35.75%-20.0pp | 40.40%-24.7pp |
| Employer contribution / active EE | $5,402 | $4,177+29.3% | $3,741+44.4% | $2,980+81.3% |
| Participant deferral / active EE | $0 | $3,961-100.0% | $4,880-100.0% | $5,016-100.0% |
| Admin fee / account holder | $278 | $211+31.6% | $6,737-95.9% | $145+91.9% |