| Provider | Service type | Compensation |
|---|---|---|
NATIONAL ELECTRICAL BENEFIT FUND2+ years Service code 13 · EIN 53-0181657 | Contract Administrator | $3,335,426 |
WELLS FARGO BANK, N.A.2+ years Filed as: WELLS CAPITAL MANAGEMENT Service code 28 · EIN 95-3692822 | Investment Management | $1,648,539 |
PIMCO FUNDS1 year Filed as: PACIFIC INVESTMENT MANAGEMENT CO Service code 28 · EIN 95-1079000 | Investment Management | $1,273,921 |
JPMORGAN INVEST HOLDINGS LLC2+ years Filed as: CHEVY CHASE TRUST Service code 28 · EIN 52-2037618 | Investment Management | $1,229,029 |
AMERICAN REALTY ADVISORS2+ years Filed as: MACKAY SHIELDS Service code 28 · EIN 13-5582869 | Investment Management | $1,008,778 |
Filed as: NATIONAL REAL ESTATE ADVISORS Service code 28 · EIN 26-2237421 | Investment Management | $918,225 |
THE BANK OF NEW YORK MELLON2+ years Filed as: BANK OF NEW YORK MELLON Service code 19 · EIN 13-5160382 | Securities Custodian | $756,409 |
PAYDEN & RYGEL2+ years Service code 28 · EIN 95-3921788 | Investment Management | $720,393 |
VICTORY1 year Filed as: VICTORY MUNDER CAPITAL MANAGEMENT Service code 28 · EIN 13-2700161 | Investment Management | $671,634 |
LSV ASSET MANAGEMENT2+ years Filed as: HGK ASSET MANAGEMENT INC. Service code 28 · EIN 52-1296988 | Investment Management | $643,693 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $72,055 | $51,897+38.8% | $84,753-15.0% | $329,111-78.1% |
| Participation rate | 100.0% | 73.2%+26.8pp | 76.6%+23.4pp | 67.9%+32.1pp |
| Annual return | 15.83% | 11.82%+4.0pp | 22.78%-7.0pp | 16.35%-0.5pp |
| Employer contribution / active EE | $10,151 | $3,022+235.9% | $3,574+184.0% | $2,303+340.7% |
| Participant deferral / active EE | $0 | $2,346-100.0% | $3,712-100.0% | $3,682-100.0% |
| Admin fee / account holder | $134 | $97+38.6% | $5,333-97.5% | $754-82.2% |