| Provider | Service type | Compensation |
|---|---|---|
ELECTRICAL INSURANCE TRUSTEES3+ years Filed as: ELECTRICAL WRK LOCAL UN 369 RET PLN Service code 14 | Plan Administrator | $393,850 |
THE SEGAL COMPANY3+ years Filed as: SEGAL ROGERSCASEY Service code 27 · EIN 13-2646110 | Advisory (Plan) | $46,750 |
DUNN AND WALLBAUM LLC3+ years Filed as: DUNN & WALLBAUM PLLC Service code 29 · EIN 46-1576504 | Legal | $43,516 |
MCM CPAS & ADVISORS LLP1 year Service code 10 · EIN 27-1235638 | Accounting | $37,365 |
THE SEGAL COMPANY3+ years Service code 16 · EIN 13-1975125 | Consulting | $31,194 |
ISSI3+ years Service code 16 · EIN 23-2182079 | Consulting | $10,519 |
Filed as: MASSACHUSETTS MUTUAL LIFE INS CO Service code 14 · EIN 04-1590850 | Plan Administrator | $8,440 |
ZENITH AMERICAN SOLUTIONS3+ years Service code 16 · EIN 52-1590516 | Consulting | $4,052 |
ELECTRICAL INSURANCE TRUSTEES3+ years Filed as: ELECTRICAL WRKRS UNION 369 RET PLAN Service code 14 · EIN 61-0957563 | Plan Administrator | $0 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $108,566 | $221,442-51.0% | $92,240+17.7% | $77,958+39.3% |
| Participation rate | 99.4% | 79.6%+19.8pp | 76.5%+22.9pp | 71.6%+27.7pp |
| Annual return | 15.26% | 15.65%-0.4pp | 176.29%-161.0pp | 20.87%-5.6pp |
| Employer contribution / active EE | $6,130 | $3,226+90.0% | $3,680+66.6% | $2,310+165.3% |
| Participant deferral / active EE | $0 | $2,779-100.0% | $3,897-100.0% | $3,537-100.0% |
| Admin fee / account holder | $107 | $210-49.1% | $5,194-97.9% | $97+9.6% |