| Provider | Service type | Compensation |
|---|---|---|
NATIONAL ELECTRICAL BENEFIT FUND6+ years Service code 13 · EIN 53-0181657 | Contract Administrator | $4,342,606 |
RBC GLOBAL ASSET MANAGEMENT5 years Service code 28 · EIN 41-1460668 | Investment Management | $2,490,423 |
JPMORGAN INVEST HOLDINGS LLC6+ years Filed as: CHEVY CHASE TRUST Service code 28 · EIN 52-2037618 | Investment Management | $2,165,933 |
PIMCO FUNDS6+ years Filed as: PACIFIC INVESTMENT MANAGEMENT CO LL Service code 28 · EIN 95-1079000 | Investment Management | $1,123,194 |
Filed as: NATIONAL REAL ESTATE ADVISORS Service code 28 · EIN 26-2237421 | Investment Management | $1,100,499 |
PAYDEN & RYGEL6+ years Service code 28 · EIN 95-3921788 | Investment Management | $965,608 |
WELLS FARGO BANK, N.A.6+ years Filed as: WELLS CAPITAL MANAGEMENT Service code 28 · EIN 95-3692822 | Investment Management | $904,698 |
THE BANK OF NEW YORK MELLON6+ years Filed as: BANK OF NEW YORK MELLON Service code 19 · EIN 13-5160382 | Securities Custodian | $676,295 |
AMERICAN REALTY ADVISORS6+ years Filed as: MACKAY SHIELDS Service code 28 · EIN 13-5582869 | Investment Management | $609,813 |
LAZARD ASSET MANAGEMENT6+ years Filed as: LAZARD ASSET MANAGEMENT LLC Service code 28 · EIN 05-0530199 | Investment Management | $421,117 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $89,884 | $52,155+72.3% | $101,275-11.2% | $106,273-15.4% |
| Participation rate | 100.0% | 81.2%+18.8pp | 75.8%+24.2pp | 70.8%+29.2pp |
| Annual return | 13.47% | 13.07%+0.4pp | 46.46%-33.0pp | 21.70%-8.2pp |
| Employer contribution / active EE | $12,044 | $3,414+252.8% | $3,660+229.1% | $2,722+342.4% |
| Participant deferral / active EE | $0 | $2,716-100.0% | $4,370-100.0% | $4,601-100.0% |
| Admin fee / account holder | $118 | $102+16.5% | $5,948-98.0% | $78+51.1% |