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| Provider | Service type | Compensation |
|---|---|---|
ELECTRICAL WELFARE TRUST FUND5+ years Service code 13 · EIN 52-6038507 | Contract Administrator | $316,288 |
Filed as: FIDELITY INVMTS. INST. OPERATIONS Service code 64 · EIN 04-2647786 | Recordkeeping Fees | $118,523 |
THE SEGAL COMPANY2 years Filed as: SEGAL MACRO ADVISORS Service code 27 · EIN 13-2646110 | Advisory (Plan) | $77,344 |
SARFINO AND RHOADES, LLP5+ years Service code 10 · EIN 52-0961657 | Accounting | $44,510 |
O'DONOGHUE & O'DONOGHUE5+ years Filed as: O'DONOGHUE AND O'DONOGHUE Service code 29 · EIN 53-0120528 | Legal | $26,193 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $73,569 | $49,105+49.8% | $92,916-20.8% | $89,609-17.9% |
| Participation rate | 100.0% | 79.0%+21.0pp | 76.0%+24.0pp | 69.6%+30.4pp |
| Annual return | 22.92% | 32.35%-9.4pp | 109.45%-86.5pp | 33.65%-10.7pp |
| Employer contribution / active EE | $3,734 | $3,373+10.7% | $3,654+2.2% | $2,584+44.5% |
| Participant deferral / active EE | $0 | $2,531-100.0% | $4,238-100.0% | $4,222-100.0% |
| Admin fee / account holder | $65 | $93-29.6% | $5,796-98.9% | $72-9.1% |