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| Provider | Service type | Compensation |
|---|---|---|
Filed as: FIDELITY INVMTS. INST. OPERATIONS Service code 60 · EIN 04-2647786 | Sub-TA Fees | $615,611 |
ELECTRICAL WELFARE TRUST FUND7+ years Service code 13 · EIN 52-6038507 | Contract Administrator | $318,002 |
THE SEGAL COMPANY1 year Filed as: SEGAL MARCO ADVISORS Service code 27 · EIN 13-2646110 | Advisory (Plan) | $65,625 |
SARFINO AND RHOADES, LLP7+ years Service code 10 · EIN 52-0961657 | Accounting | $46,140 |
O'DONOGHUE & O'DONOGHUE7+ years Filed as: O'DONOGHUE AND O'DONOGHUE Service code 29 · EIN 52-0120528 | Legal | $28,165 |
SLEVIN & HART, P.C.2 years Filed as: SLEVIN & HART P.C. Service code 29 · EIN 52-1708613 | Legal | $6,591 |
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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $93,989 | $65,673+43.1% | $109,191-13.9% | $106,520-11.8% |
| Participation rate | 100.0% | 82.6%+17.4pp | 75.9%+24.1pp | 71.3%+28.7pp |
| Annual return | 15.76% | 15.69%+0.1pp | 25.76%-10.0pp | 19.28%-3.5pp |
| Employer contribution / active EE | $4,244 | $4,042+5.0% | $3,723+14.0% | $2,840+49.4% |
| Participant deferral / active EE | $0 | $3,449-100.0% | $4,653-100.0% | $4,948-100.0% |
| Admin fee / account holder | $98 | $107-8.2% | $6,756-98.5% | $75+31.8% |