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| Provider | Service type | Compensation |
|---|---|---|
Service code 49 · EIN 31-0561070 | Other Services | $147,142 |
NATIONAL INVESTMENT SERVICES3+ years Service code 28 · EIN 80-0169636 | Investment Management | $120,970 |
PNC BANK, N.A.3+ years Filed as: PNC BANK, NATIONAL ASSOCIATION Service code 51 · EIN 25-1211909 | Investment Mgmt Fees | $112,040 |
Filed as: STRATEGIC CAPITAL INV ADVISOR Service code 27 · EIN 36-4268991 | Advisory (Plan) | $101,447 |
CUNI, RUST & STRENK3+ years Filed as: CUNI RUST AND STRENK Service code 11 · EIN 31-1227755 | Actuarial | $86,875 |
THE SEGAL COMPANY3+ years Filed as: SEGAL SELECT INSURANCE SERVICES Service code 53 · EIN 46-0619194 | Insurance Commissions | $61,289 |
JOHNSON & KROL, LLC3+ years Service code 29 · EIN 36-4342024 | Legal | $58,724 |
Service code 10 · EIN 61-1129886 | Accounting | $46,500 |
NORTHERN TRUST COMPANY3+ years Filed as: THE NORTHERN TRUST COMPANY Service code 28 · EIN 36-1561860 | Investment Management | $44,477 |
ASB CAPITAL MANAGEMENT3+ years Service code 28 · EIN 80-0618452 | Investment Management | $41,053 |
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Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $21,578,776-100.0% | $245,396-100.0% | $21,578,776-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 43.0%-43.0pp | 0.0%0pp |
| Annual return | 8.48% | 2.02%+6.5pp | -752.26%+760.7pp | 33.37%-24.9pp |
| Employer contribution / active EE | $18,240 | $12,422+46.8% | $31,802-42.6% | $11,253+62.1% |
| Participant deferral / active EE | $0 | $0 | $47-100.0% | $819-100.0% |
| Admin fee / account holder | $0 | $99,113-100.0% | $1,223-100.0% | $99,113-100.0% |