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| Provider | Service type | Compensation |
|---|---|---|
Filed as: FIDELITY INVMTS. INST. OPERATIONS Service code 60 · EIN 04-2647786 | Sub-TA Fees | $575,399 |
ELECTRICAL WELFARE TRUST FUND6+ years Service code 13 · EIN 52-6038507 | Contract Administrator | $307,661 |
THE SEGAL COMPANY3 years Filed as: SEGAL MACRO ADVISORS Service code 27 · EIN 13-2646110 | Advisory (Plan) | $65,625 |
SARFINO AND RHOADES, LLP6+ years Service code 10 · EIN 52-0961657 | Accounting | $44,855 |
O'DONOGHUE & O'DONOGHUE6+ years Filed as: O'DONOGHUE AND O'DONOGHUE Service code 29 · EIN 52-0120528 | Legal | $28,351 |
SLEVIN & HART, P.C.1 year Filed as: SLEVIN & HART P.C. Service code 29 · EIN 52-1708613 | Legal | $12,397 |
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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $83,741 | $52,155+60.6% | $101,275-17.3% | $106,273-21.2% |
| Participation rate | 100.0% | 81.2%+18.8pp | 75.8%+24.2pp | 70.8%+29.2pp |
| Annual return | 15.89% | 13.07%+2.8pp | 46.46%-30.6pp | 21.70%-5.8pp |
| Employer contribution / active EE | $4,021 | $3,414+17.8% | $3,660+9.9% | $2,722+47.7% |
| Participant deferral / active EE | $0 | $2,716-100.0% | $4,370-100.0% | $4,601-100.0% |
| Admin fee / account holder | $105 | $102+3.3% | $5,948-98.2% | $78+34.0% |