| Provider | Service type | Compensation |
|---|---|---|
ELECTRICAL INSURANCE TRUSTEES1+ years Filed as: ELECTRICAL WRK LOCAL UN 369 RET PLN Service code 14 | Plan Administrator | $340,000 |
THE SEGAL COMPANY1+ years Filed as: SEGAL ROGERSCASEY Service code 27 · EIN 13-2646110 | Advisory (Plan) | $51,000 |
ZENITH AMERICAN SOLUTIONS1+ years Service code 16 · EIN 52-1590516 | Consulting | $48,622 |
MOUNTJOY CHILTON MEDLEY LLP1+ years Service code 10 · EIN 27-1235638 | Accounting | $26,250 |
THE SEGAL COMPANY1+ years Service code 16 · EIN 13-1975125 | Consulting | $26,044 |
DUNN AND WALLBAUM LLC1+ years Filed as: DUNN & WALLBAUM PLLC Service code 29 · EIN 46-1576504 | Legal | $24,317 |
ISSI1+ years Service code 16 · EIN 23-2182079 | Consulting | $9,102 |
Filed as: MASSACHUSETTS MUTUAL LIFE INS CO Service code 52 · EIN 04-1590850 | Indirect Investment Fees | $5,135 |
LIBERTO & REED1+ years Service code 22 | Insurance Broker | $233 |
ELECTRICAL INSURANCE TRUSTEES1+ years Filed as: ELECTRICAL WRKRS UNION 369 RET PLAN Service code 14 · EIN 61-0957563 | Plan Administrator | $0 |
Annual investment return is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $94,212 | $55,516+69.7% | $75,784+24.3% | $59,188+59.2% |
| Participation rate | 99.7% | 73.6%+26.1pp | 75.8%+23.9pp | 69.4%+30.3pp |
| Annual return | -1.26% | -1.89%+0.6pp | 9.68%-10.9pp | 5.51%-6.8pp |
| Employer contribution / active EE | $5,638 | $2,604+116.6% | $3,323+69.6% | $2,098+168.7% |
| Participant deferral / active EE | $0 | $2,599-100.0% | $3,652-100.0% | $3,265-100.0% |
| Admin fee / account holder | $108 | $110-2.2% | $5,300-98.0% | $92+16.7% |