| Provider | Service type | Compensation |
|---|---|---|
ELECTRICAL INSURANCE TRUSTEES2+ years Filed as: ELECTRICAL WRK LOCAL UN 369 RET PLN Service code 14 | Plan Administrator | $393,150 |
THE SEGAL COMPANY2+ years Filed as: SEGAL ROGERSCASEY Service code 10 · EIN 13-2646110 | Accounting | $46,750 |
ZENITH AMERICAN SOLUTIONS2+ years Service code 16 · EIN 52-1590516 | Consulting | $44,570 |
DUNN AND WALLBAUM LLC2+ years Filed as: DUNN & WALLBAUM PLLC Service code 29 · EIN 46-1576504 | Legal | $27,087 |
MOUNTJOY CHILTON MEDLEY LLP2+ years Service code 10 · EIN 27-1235638 | Accounting | $27,085 |
THE SEGAL COMPANY2+ years Service code 16 · EIN 13-1975125 | Consulting | $19,748 |
ISSI2+ years Service code 16 · EIN 23-2182079 | Consulting | $15,952 |
Filed as: MASSACHUSETTS MUTUAL LIFE INS CO Service code 52 · EIN 04-1590850 | Indirect Investment Fees | $7,290 |
REAMS ASSET MANAGEMENT1 year Filed as: UMB BANK NA Service code 14 · EIN 61-0957563 | Plan Administrator | $700 |
ELECTRICAL INSURANCE TRUSTEES2+ years Filed as: ELECTRICAL WRKRS UNION 369 RET PLAN Service code 10 · EIN 61-0957563 | Accounting | $0 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $99,609 | $54,392+83.1% | $84,753+17.5% | $63,975+55.7% |
| Participation rate | 99.4% | 76.9%+22.6pp | 76.6%+22.9pp | 71.1%+28.3pp |
| Annual return | 6.91% | 611.38%-604.5pp | 22.78%-15.9pp | 48.65%-41.7pp |
| Employer contribution / active EE | $5,841 | $2,943+98.5% | $3,574+63.4% | $2,182+167.7% |
| Participant deferral / active EE | $0 | $2,593-100.0% | $3,712-100.0% | $3,356-100.0% |
| Admin fee / account holder | $107 | $136-21.4% | $5,333-98.0% | $70+51.5% |