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| Provider | Service type | Compensation |
|---|---|---|
Filed as: FIDELITY INVMTS. INST. OPERATIONS Service code 60 · EIN 04-2647786 | Sub-TA Fees | $607,745 |
ELECTRICAL WELFARE TRUST FUND8+ years Service code 13 · EIN 52-6038507 | Contract Administrator | $323,331 |
THE SEGAL COMPANY2 years Filed as: SEGAL MARCO ADVISORS Service code 27 · EIN 13-2646110 | Advisory (Plan) | $62,851 |
SARFINO AND RHOADES, LLP8+ years Service code 10 · EIN 52-0961657 | Accounting | $49,880 |
O'DONOGHUE & O'DONOGHUE8+ years Filed as: O'DONOGHUE AND O'DONOGHUE Service code 29 · EIN 52-0120528 | Legal | $31,867 |
SLEVIN & HART, P.C.3 years Filed as: SLEVIN & HART P.C. Service code 29 · EIN 52-1708613 | Legal | $7,179 |
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 | $75,832 | $51,785+46.4% | $112,270-32.5% | $89,433-15.2% |
| Participation rate | 100.0% | 82.2%+17.8pp | 75.1%+24.9pp | 71.3%+28.7pp |
| Annual return | -17.02% | -11.06%-6.0pp | 27.49%-44.5pp | -11.88%-5.1pp |
| Employer contribution / active EE | $4,437 | $3,782+17.3% | $3,635+22.1% | $3,021+46.9% |
| Participant deferral / active EE | $0 | $3,425-100.0% | $4,729-100.0% | $5,125-100.0% |
| Admin fee / account holder | $96 | $102-5.2% | $6,411-98.5% | $79+21.3% |