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| Provider | Service type | Compensation |
|---|---|---|
ELECTRICAL WELFARE TRUST FUND4+ years Service code 13 · EIN 52-6038507 | Contract Administrator | $316,346 |
Filed as: FIDELITY INVMTS. INST. OPERATIONS Service code 64 · EIN 04-2647786 | Recordkeeping Fees | $80,629 |
THE SEGAL COMPANY1 year Filed as: SEGAL MACRO ADVISORS Service code 27 · EIN 13-2646110 | Advisory (Plan) | $57,813 |
SARFINO AND RHOADES, LLP4+ years Service code 10 · EIN 52-0961657 | Accounting | $38,400 |
O'DONOGHUE & O'DONOGHUE4+ years Filed as: O'DONOGHUE AND O'DONOGHUE Service code 29 · EIN 53-0120528 | Legal | $25,313 |
Annual investment return is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $61,767 | $49,973+23.6% | $83,831-26.3% | $73,367-15.8% |
| Participation rate | 100.0% | 77.8%+22.2pp | 76.1%+23.9pp | 69.5%+30.5pp |
| Annual return | -5.68% | 0.83%-6.5pp | 850.99%-856.7pp | 173.45%-179.1pp |
| Employer contribution / active EE | $3,390 | $3,293+2.9% | $3,631-6.6% | $2,499+35.6% |
| Participant deferral / active EE | $0 | $2,341-100.0% | $4,082-100.0% | $4,033-100.0% |
| Admin fee / account holder | $61 | $95-35.8% | $5,479-98.9% | $68-10.5% |