| Provider | Service type | Compensation |
|---|---|---|
NATIONAL ELECTRICAL BENEFIT FUND8+ years Service code 13 · EIN 53-0181657 | Contract Administrator | $5,333,783 |
JPMORGAN INVEST HOLDINGS LLC8+ years Filed as: CHEVY CHASE TRUST Service code 28 · EIN 52-2037618 | Investment Management | $3,323,020 |
RBC GLOBAL ASSET MANAGEMENT7 years Service code 28 · EIN 41-1460668 | Investment Management | $2,923,147 |
LORD ABBETT8+ years Filed as: LORD ABBETT & CO Service code 28 · EIN 13-5620131 | Investment Management | $1,778,438 |
AMERICAN REALTY ADVISORS8+ years Filed as: MACKAY SHIELDS Service code 28 · EIN 13-5582869 | Investment Management | $1,659,312 |
PIMCO FUNDS8+ years Filed as: PACIFIC INVESTMENT MANAGEMENT CO LL Service code 28 · EIN 33-0629048 | Investment Management | $1,646,715 |
Filed as: NATIONAL REAL ESTATE ADVISORS Service code 28 · EIN 26-2237421 | Investment Management | $1,365,901 |
NEWTOWER TRUST COMPANY1 year Service code 51 · EIN 30-0872552 | Investment Mgmt Fees | $1,088,085 |
THE BANK OF NEW YORK MELLON8+ years Filed as: BANK OF NEW YORK MELLON Service code 19 · EIN 13-5160382 | Securities Custodian | $1,083,989 |
PAYDEN & RYGEL8+ years Service code 28 · EIN 95-3921788 | Investment Management | $960,085 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $84,238 | $51,785+62.7% | $112,270-25.0% | $89,433-5.8% |
| Participation rate | 100.0% | 82.2%+17.8pp | 75.1%+24.9pp | 71.3%+28.7pp |
| Annual return | -8.34% | -11.06%+2.7pp | 27.49%-35.8pp | -11.88%+3.5pp |
| Employer contribution / active EE | $13,189 | $3,782+248.7% | $3,635+262.8% | $3,021+336.6% |
| Participant deferral / active EE | $0 | $3,425-100.0% | $4,729-100.0% | $5,125-100.0% |
| Admin fee / account holder | $154 | $102+51.3% | $6,411-97.6% | $79+93.5% |