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| Provider | Service type | Compensation |
|---|---|---|
ELECTRICAL WELFARE TRUST FUND2+ years Service code 13 · EIN 52-6038507 | Contract Administrator | $277,364 |
THE SEGAL COMPANY2+ years Filed as: SEGAL ADVISORS, INC. Service code 16 · EIN 13-2646110 | Consulting | $50,000 |
SARFINO AND RHOADES, LLP2+ years Service code 10 · EIN 52-0961657 | Accounting | $26,850 |
Filed as: FIDELITY INVMTS. INST. OPERATIONS Service code 64 · EIN 04-2647786 | Recordkeeping Fees | $26,087 |
O'DONOGHUE & O'DONOGHUE2+ years Filed as: O'DONOGHUE AND O'DONOGHUE Service code 29 · EIN 53-0120528 | Legal | $22,888 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $61,950 | $50,626+22.4% | $84,753-26.9% | $65,292-5.1% |
| Participation rate | 100.0% | 89.2%+10.8pp | 76.6%+23.4pp | 72.4%+27.6pp |
| Annual return | 7.30% | 5.34%+2.0pp | 22.78%-15.5pp | 11.84%-4.5pp |
| Employer contribution / active EE | $3,394 | $3,033+11.9% | $3,574-5.1% | $2,302+47.4% |
| Participant deferral / active EE | $0 | $3,109-100.0% | $3,712-100.0% | $3,579-100.0% |
| Admin fee / account holder | $63 | $97-34.6% | $5,333-98.8% | $57+10.3% |