| Provider | Service type | Compensation |
|---|---|---|
NATIONAL ELECTRICAL BENEFIT FUND10+ years Service code 13 · EIN 53-0181657 | Contract Administrator | $5,852,248 |
RBC GLOBAL ASSET MANAGEMENT9 years Service code 28 · EIN 41-1460668 | Investment Management | $3,855,490 |
PIMCO FUNDS10+ years Filed as: PACIFIC INVESTMENT MANAGEMENT CO LL Service code 28 · EIN 33-0629048 | Investment Management | $2,959,055 |
AMERICAN REALTY ADVISORS10+ years Filed as: MACKAY SHIELDS Service code 28 · EIN 13-5582869 | Investment Management | $2,545,845 |
JPMORGAN INVEST HOLDINGS LLC10+ years Filed as: CHEVY CHASE TRUST Service code 28 · EIN 52-2037618 | Investment Management | $2,171,313 |
ULLICO1 year Service code 28 · EIN 52-6435649 | Investment Management | $1,801,710 |
LORD ABBETT10+ years Filed as: LORD ABBETT & CO Service code 28 · EIN 13-5620131 | Investment Management | $1,290,298 |
NATIONAL REAL ESTATE ADVISORS, LLC10+ years Filed as: NATIONAL REAL ESTATE ADVISORS Service code 28 · EIN 26-2237421 | Investment Management | $1,154,408 |
THE BANK OF NEW YORK MELLON10+ years Filed as: BANK OF NEW YORK MELLON Service code 19 · EIN 13-5160382 | Securities Custodian | $1,081,250 |
PGIM INVESTMENTS5 years Filed as: PGIM Service code 28 · EIN 22-2540245 | Investment Management | $1,071,530 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $98,898 | $63,356+56.1% | $102,437-3.5% | $106,553-7.2% |
| Participation rate | 100.0% | 84.3%+15.7pp | 74.5%+25.5pp | 69.8%+30.2pp |
| Annual return | 10.79% | 14.77%-4.0pp | 24.95%-14.2pp | 17.37%-6.6pp |
| Employer contribution / active EE | $13,275 | $4,310+208.0% | $3,871+243.0% | $3,359+295.2% |
| Participant deferral / active EE | $0 | $3,479-100.0% | $5,060-100.0% | $5,562-100.0% |
| Admin fee / account holder | $165 | $110+50.1% | $8,388-98.0% | $80+107.6% |