| Provider | Service type | Compensation |
|---|---|---|
ELECTRICAL INSURANCE TRUSTEES5+ years Filed as: ELECTRICAL WRK LOCAL UN 369 RET PLN Service code 14 | Plan Administrator | $494,764 |
THE SEGAL COMPANY5+ years Filed as: SEGAL ROGERSCASEY Service code 27 · EIN 13-2646110 | Advisory (Plan) | $46,750 |
DUNN AND WALLBAUM LLC5+ years Filed as: DUNN & WALLBAUM PLLC Service code 29 · EIN 46-1576504 | Legal | $46,736 |
ASCENSUS LLC1 year Filed as: LEDBETTER PARISI, LLC Service code 29 105 DAVENTRY LANE, STE 200 · LOUISVILLE, KY 40223 | Legal | $35,022 |
THE SEGAL COMPANY5+ years Service code 16 · EIN 13-1975125 | Consulting | $34,298 |
MCM CPAS & ADVISORS LLP3 years Service code 10 · EIN 27-1235638 | Accounting | $32,805 |
Filed as: MASSACHUSETTS MUTUAL LIFE INS CO Service code 13 · EIN 04-1590850 | Contract Administrator | $19,684 |
ISSI5+ years Service code 16 · EIN 23-2182079 | Consulting | $11,424 |
AMERICAN FUNDS2 years Service code 52 · EIN 52-0792143 | Indirect Investment Fees | $0 |
BLACKROCK2 years Service code 52 · EIN 51-0318674 | Indirect Investment Fees | $0 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $119,929 | $66,051+81.6% | $92,916+29.1% | $77,775+54.2% |
| Participation rate | 98.9% | 81.0%+17.9pp | 76.0%+22.9pp | 73.2%+25.7pp |
| Annual return | 19.85% | 20.69%-0.8pp | 109.45%-89.6pp | 32.58%-12.7pp |
| Employer contribution / active EE | $5,807 | $3,426+69.5% | $3,654+59.0% | $2,504+131.9% |
| Participant deferral / active EE | $0 | $3,013-100.0% | $4,238-100.0% | $3,966-100.0% |
| Admin fee / account holder | $138 | $148-6.6% | $5,796-97.6% | $100+38.0% |