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| Provider | Service type | Compensation |
|---|---|---|
NATIONAL INVESTMENT SERVICES4+ years Service code 28 · EIN 80-0169636 | Investment Management | $142,262 |
FRANKLIN TEMPLETON2 years Filed as: CLARION LION PROPERTIES FUND Service code 28 · EIN 31-0655223 | Investment Management | $119,802 |
Service code 49 · EIN 31-0561070 | Other Services | $119,746 |
Filed as: STRATEGIC CAPITAL INV ADVISOR Service code 27 · EIN 36-4268991 | Advisory (Plan) | $103,749 |
PNC BANK, N.A.4+ years Filed as: PNC BANK, NATIONAL ASSOCIATION Service code 51 · EIN 25-1211909 | Investment Mgmt Fees | $93,311 |
CUNI, RUST & STRENK1 year Filed as: CUNI, RUST & STRENK, INC. Service code 11 · EIN 31-1227755 | Actuarial | $70,000 |
THE SEGAL COMPANY4+ years Filed as: SEGAL SELECT INSURANCE SERVICES Service code 53 · EIN 46-0619194 | Insurance Commissions | $62,680 |
JOHNSON & KROL, LLC4+ years Service code 29 · EIN 36-4342024 | Legal | $51,432 |
Service code 10 · EIN 61-1129886 | Accounting | $49,000 |
NORTHERN TRUST COMPANY4+ years Filed as: THE NORTHERN TRUST COMPANY Service code 28 · EIN 36-1561860 | Investment Management | $44,714 |
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Annual investment return is in the bottom quintile of the peer cohort.
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 | $341,093,897-100.0% | $362,723-100.0% | $341,093,897-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 37.9%-37.9pp | 0.0%0pp |
| Annual return | 2.58% | 12.20%-9.6pp | 10.56%-8.0pp | 21.83%-19.3pp |
| Employer contribution / active EE | $18,618 | $12,801+45.4% | $30,199-38.3% | $12,237+52.1% |
| Participant deferral / active EE | $0 | $0 | $33-100.0% | $987-100.0% |
| Admin fee / account holder | $0 | $1,551,325-100.0% | $2,168-100.0% | $1,551,325-100.0% |