| Provider | Service type | Compensation |
|---|---|---|
Filed as: ECA 401K RETIREMENT PLAN Service code 14 · EIN 52-2125995 | Plan Administrator | $2,010,205 |
Filed as: MASSACHUSETTS MUTUAL LIFE INSURA CO Service code 52 · EIN 04-1590850 | Indirect Investment Fees | $851,790 |
NAT'L ELEV IND PENSION PLAN4+ years Filed as: NAT'L ELEV IND HEALTH BENEFIT PLAN Service code 99 · EIN 23-6209769 | Other Fees | $400,000 |
NAT'L ELEV IND PENSION PLAN4+ years Service code 99 · EIN 23-2694291 | Other Fees | $400,000 |
O'DONOGHUE & O'DONOGHUE4+ years Service code 29 · EIN 53-0120528 | Legal | $174,533 |
THE SEGAL COMPANY1 year Filed as: SEGAL ADVISORS DBA SEGALROGERSCASEY Service code 27 · EIN 13-2646110 | Advisory (Plan) | $163,214 |
Service code 16 · EIN 59-3331424 | Consulting | $100,769 |
Filed as: DANIEL A. WINTERS & CO Service code 10 · EIN 23-2586736 | Accounting | $57,407 |
SEYFARTH SHAW LLP4+ years Service code 29 · EIN 36-2152202 | Legal | $55,022 |
WELLS FARGO BANK, N.A.4+ years Filed as: WELLS FARGO Service code 65 · EIN 94-1347393 | Account Maintenance | $40,004 |
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $122,589 | $49,973+145.3% | $83,831+46.2% | $73,367+67.1% |
| Participation rate | 83.2% | 77.8%+5.4pp | 76.1%+7.1pp | 69.5%+13.8pp |
| Annual return | -6.18% | 0.83%-7.0pp | 850.99%-857.2pp | 173.45%-179.6pp |
| Employer contribution / active EE | $9,628 | $3,293+192.3% | $3,631+165.2% | $2,499+285.3% |
| Participant deferral / active EE | $3,490 | $2,341+49.1% | $4,082-14.5% | $4,033-13.5% |
| Admin fee / account holder | $88 | $95-8.0% | $5,479-98.4% | $68+28.2% |