| Provider | Service type | Compensation |
|---|---|---|
ELECTRICAL INSURANCE TRUSTEES4+ years Filed as: ELECTRICAL WRK LOCAL UN 369 RET PLN Service code 14 | Plan Administrator | $390,000 |
DUNN AND WALLBAUM LLC4+ years Filed as: DUNN & WALLBAUM PLLC Service code 29 · EIN 46-1576504 | Legal | $64,957 |
THE SEGAL COMPANY4+ years Filed as: SEGAL ROGERSCASEY Service code 27 · EIN 13-2646110 | Advisory (Plan) | $52,378 |
MCM CPAS & ADVISORS LLP2 years Service code 10 · EIN 27-1235638 | Accounting | $34,850 |
THE SEGAL COMPANY4+ years Service code 16 · EIN 13-1975125 | Consulting | $18,577 |
ISSI4+ years Service code 16 · EIN 23-2182079 | Consulting | $11,338 |
Filed as: MASSACHUSETTS MUTUAL LIFE INS CO Service code 13 · EIN 04-1590850 | Contract Administrator | $7,665 |
QUALIFIED PLANS, LLC1 year Service code 14 · EIN 61-0957563 | Plan Administrator | $2,450 |
AMERICAN FUNDS1 year Service code 52 · EIN 52-0792143 | Indirect Investment Fees | $0 |
BLACKROCK1 year Service code 52 · EIN 51-0318674 | Indirect Investment Fees | $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 | $100,744 | $60,396+66.8% | $83,831+20.2% | $75,289+33.8% |
| Participation rate | 99.3% | 80.7%+18.6pp | 76.1%+23.2pp | 72.4%+26.9pp |
| Annual return | -5.68% | 3.84%-9.5pp | 850.99%-856.7pp | -0.04%-5.6pp |
| Employer contribution / active EE | $5,767 | $3,343+72.5% | $3,631+58.8% | $2,405+139.8% |
| Participant deferral / active EE | $0 | $2,922-100.0% | $4,082-100.0% | $3,739-100.0% |
| Admin fee / account holder | $115 | $141-18.2% | $5,479-97.9% | $102+12.9% |