Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
ELECTRICAL WELFARE TRUST FUND1+ years Service code 13 · EIN 52-6038507 | Contract Administrator | $249,405 |
THE SEGAL COMPANY1+ years Filed as: SEGAL ADVISORS, INC. Service code 16 · EIN 13-2646110 | Consulting | $48,000 |
SARFINO AND RHOADES, LLP1+ years Service code 10 · EIN 52-0961657 | Accounting | $23,400 |
O'DONOGHUE & O'DONOGHUE1+ years Filed as: O'DONOGHUE AND O'DONOGHUE Service code 29 · EIN 53-0120528 | Legal | $22,999 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $56,027 | $48,096+16.5% | $75,784-26.1% | $67,505-17.0% |
| Participation rate | 100.0% | 86.8%+13.2pp | 75.8%+24.2pp | 71.2%+28.8pp |
| Annual return | 1.26% | 0.30%+1.0pp | 9.68%-8.4pp | 6.52%-5.3pp |
| Employer contribution / active EE | $2,935 | $2,549+15.2% | $3,323-11.7% | $2,173+35.1% |
| Participant deferral / active EE | $0 | $3,109-100.0% | $3,652-100.0% | $3,597-100.0% |
| Admin fee / account holder | $52 | $82-36.8% | $5,300-99.0% | $56-7.6% |