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| Provider | Service type | Compensation |
|---|---|---|
Service code 49 · EIN 31-0561070 | Other Services | $172,843 |
NATIONAL INVESTMENT SERVICES5+ years Service code 28 · EIN 80-0169636 | Investment Management | $152,720 |
FRANKLIN TEMPLETON3 years Filed as: CLARION LION PROPERTIES FUND Service code 28 · EIN 31-0655223 | Investment Management | $124,809 |
PNC BANK, N.A.5+ years Filed as: PNC BANK, NATIONAL ASSOCIATION Service code 51 · EIN 25-1211909 | Investment Mgmt Fees | $120,401 |
Filed as: STRATEGIC CAPITAL INV ADVISOR Service code 27 · EIN 36-4268991 | Advisory (Plan) | $105,808 |
CUNI, RUST & STRENK2 years Filed as: CUNI, RUST & STRENK, INC. Service code 11 · EIN 31-1227755 | Actuarial | $70,275 |
THE SEGAL COMPANY5+ years Filed as: SEGAL SELECT INSURANCE SERVICES Service code 53 · EIN 46-0619194 | Insurance Commissions | $61,827 |
Service code 10 · EIN 61-1129886 | Accounting | $49,000 |
NORTHERN TRUST COMPANY5+ years Filed as: THE NORTHERN TRUST COMPANY Service code 28 · EIN 36-1561860 | Investment Management | $45,710 |
JOHNSON & KROL, LLC5+ years Service code 29 · EIN 36-4342024 | Legal | $39,156 |
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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 | $0 | $162,072-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 33.1%-33.1pp | 0.0%0pp |
| Annual return | 7.31% | 6.82%+0.5pp | 8.01%-0.7pp | 12.86%-5.6pp |
| Employer contribution / active EE | $18,018 | $12,695+41.9% | $29,476-38.9% | $13,687+31.7% |
| Participant deferral / active EE | $0 | $0 | $735-100.0% | $833-100.0% |
| Admin fee / account holder | $0 | $0 | $630-100.0% | - |