| Provider | Service type | Compensation |
|---|---|---|
Filed as: ECA 401K RETIREMENT PLAN Service code 14 · EIN 52-2125995 | Plan Administrator | $2,485,264 |
Filed as: MASSACHUSETTS MUTUAL LIFE INS CO Service code 52 · EIN 04-1590850 | Indirect Investment Fees | $852,310 |
NAT'L ELEV IND PENSION PLAN5+ 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 PLAN5+ years Service code 99 · EIN 23-2694291 | Other Fees | $400,000 |
O'DONOGHUE & O'DONOGHUE5+ years Service code 29 · EIN 53-0120528 | Legal | $208,939 |
THE SEGAL COMPANY2 years Filed as: SEGAL ADVISORS DBA SEGALROGERSCASEY Service code 27 · EIN 13-2646110 | Advisory (Plan) | $186,050 |
Service code 16 · EIN 59-3331424 | Consulting | $100,099 |
Filed as: DANIEL A. WINTERS & CO Service code 10 · EIN 23-2586736 | Accounting | $61,362 |
STANDARD REGISTER5+ years Service code 36 · EIN 41-0852411 | Copying and duplicating | $57,089 |
SEYFARTH SHAW LLP5+ years Service code 29 · EIN 36-2152202 | Legal | $52,007 |
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 | $151,919 | $49,105+209.4% | $92,916+63.5% | $89,609+69.5% |
| Participation rate | 83.9% | 79.0%+4.9pp | 76.0%+7.8pp | 69.6%+14.3pp |
| Annual return | 18.87% | 32.35%-13.5pp | 109.45%-90.6pp | 33.65%-14.8pp |
| Employer contribution / active EE | $10,627 | $3,373+215.1% | $3,654+190.9% | $2,584+311.2% |
| Participant deferral / active EE | $3,884 | $2,531+53.5% | $4,238-8.3% | $4,222-8.0% |
| Admin fee / account holder | $92 | $93-0.4% | $5,796-98.4% | $72+28.8% |