| Provider | Service type | Compensation |
|---|---|---|
NATIONAL ELECTRICAL BENEFIT FUND7+ years Service code 13 · EIN 53-0181657 | Contract Administrator | $4,260,375 |
RBC GLOBAL ASSET MANAGEMENT6 years Service code 28 · EIN 41-1460668 | Investment Management | $3,203,038 |
PIMCO FUNDS7+ years Filed as: PACIFIC INVESTMENT MANAGEMENT CO LL Service code 28 · EIN 95-1079000 | Investment Management | $3,172,601 |
AMERICAN REALTY ADVISORS7+ years Filed as: MACKAY SHIELDS Service code 28 · EIN 13-5582869 | Investment Management | $2,978,838 |
JPMORGAN INVEST HOLDINGS LLC7+ years Filed as: CHEVY CHASE TRUST Service code 28 · EIN 52-2037618 | Investment Management | $2,523,902 |
Filed as: NATIONAL REAL ESTATE ADVISORS Service code 28 · EIN 26-2237421 | Investment Management | $1,073,508 |
PAYDEN & RYGEL7+ years Service code 28 · EIN 95-3921788 | Investment Management | $983,606 |
PGIM INVESTMENTS2 years Filed as: PGIM Service code 28 · EIN 22-2540245 | Investment Management | $928,262 |
THE BANK OF NEW YORK MELLON7+ years Filed as: BANK OF NEW YORK MELLON Service code 19 · EIN 13-5160382 | Securities Custodian | $669,172 |
LAZARD ASSET MANAGEMENT7+ years Filed as: LAZARD ASSET MANAGEMENT LLC Service code 28 · EIN 05-0530199 | Investment Management | $521,877 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $94,069 | $65,673+43.2% | $109,191-13.8% | $106,520-11.7% |
| Participation rate | 100.0% | 82.6%+17.4pp | 75.9%+24.1pp | 71.3%+28.7pp |
| Annual return | 9.65% | 15.69%-6.0pp | 25.76%-16.1pp | 19.28%-9.6pp |
| Employer contribution / active EE | $12,489 | $4,042+209.0% | $3,723+235.5% | $2,840+339.7% |
| Participant deferral / active EE | $0 | $3,449-100.0% | $4,653-100.0% | $4,948-100.0% |
| Admin fee / account holder | $162 | $107+51.7% | $6,756-97.6% | $75+117.9% |