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| Provider | Service type | Compensation |
|---|---|---|
Filed as: FIDELITY INVMTS. INST. OPERATIONS Service code 60 · EIN 04-2647786 | Sub-TA Fees | $601,968 |
ELECTRICAL WELFARE TRUST FUND9+ years Service code 13 · EIN 52-6038507 | Contract Administrator | $241,180 |
SARFINO AND RHOADES, LLP9+ years Service code 10 · EIN 52-0961657 | Accounting | $54,325 |
THE SEGAL COMPANY3 years Filed as: SEGAL MARCO ADVISORS Service code 27 · EIN 13-2646110 | Advisory (Plan) | $51,500 |
O'DONOGHUE & O'DONOGHUE9+ years Filed as: O'DONOGHUE AND O'DONOGHUE Service code 29 · EIN 52-0120528 | Legal | $23,561 |
SLEVIN & HART, P.C.4 years Filed as: SLEVIN & HART P.C. Service code 29 · EIN 52-1708613 | Legal | $11,841 |
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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $88,333 | $55,730+58.5% | $96,543-8.5% | $96,393-8.4% |
| Participation rate | 100.0% | 82.8%+17.2pp | 74.3%+25.7pp | 71.3%+28.7pp |
| Annual return | 19.45% | 12.78%+6.7pp | 35.75%-16.3pp | 22.88%-3.4pp |
| Employer contribution / active EE | $4,439 | $4,014+10.6% | $3,741+18.7% | $3,239+37.1% |
| Participant deferral / active EE | $0 | $3,393-100.0% | $4,880-100.0% | $5,455-100.0% |
| Admin fee / account holder | $88 | $105-16.5% | $6,737-98.7% | $74+19.2% |