| Provider | Service type | Compensation |
|---|---|---|
Filed as: ECA 401K RETIREMENT PLAN Service code 14 · EIN 52-2125995 | Plan Administrator | $2,923,353 |
Filed as: MASSACHUSETTS MUTUAL LIFE INS CO Service code 52 · EIN 04-1590850 | Indirect Investment Fees | $850,000 |
NAT'L ELEV IND PENSION PLAN6+ 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 PLAN6+ years Service code 99 · EIN 23-2694291 | Other Fees | $400,000 |
O'DONOGHUE & O'DONOGHUE6+ years Service code 29 · EIN 53-0120528 | Legal | $259,514 |
THE SEGAL COMPANY3 years Filed as: SEGAL ADVISORS DBA SEGALROGERSCASEY Service code 27 · EIN 13-2646110 | Advisory (Plan) | $183,100 |
WHARTON HILL ADVISORS1 year Service code 16 · EIN 47-1411118 | Consulting | $121,668 |
Filed as: DANIEL A. WINTERS & CO Service code 10 · EIN 23-2586736 | Accounting | $51,185 |
SEYFARTH SHAW LLP6+ years Service code 29 · EIN 36-2152202 | Legal | $37,922 |
WELLS FARGO BANK, N.A.6+ years Filed as: WELLS FARGO Service code 65 · EIN 94-1347393 | Account Maintenance | $37,341 |
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 | $166,246 | $52,155+218.8% | $101,275+64.2% | $106,273+56.4% |
| Participation rate | 83.7% | 81.2%+2.5pp | 75.8%+7.9pp | 70.8%+12.9pp |
| Annual return | 13.21% | 13.07%+0.1pp | 46.46%-33.3pp | 21.70%-8.5pp |
| Employer contribution / active EE | $11,145 | $3,414+226.5% | $3,660+204.5% | $2,722+309.4% |
| Participant deferral / active EE | $4,676 | $2,716+72.2% | $4,370+7.0% | $4,601+1.6% |
| Admin fee / account holder | $86 | $102-15.1% | $5,948-98.5% | $78+10.1% |