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| Provider | Service type | Compensation |
|---|---|---|
Service code 49 · EIN 31-0561070 | Other Services | $205,704 |
NATIONAL INVESTMENT SERVICES6+ years Service code 28 · EIN 84-3937993 | Investment Management | $165,160 |
NEW TOWER1 year Service code 51 · EIN 52-6218800 | Investment Mgmt Fees | $124,760 |
FRANKLIN TEMPLETON4 years Filed as: CLARION LION PROPERTIES FUND Service code 28 · EIN 13-4087331 | Investment Management | $122,077 |
PNC BANK, N.A.6+ years Filed as: PNC BANK, NATIONAL ASSOCIATION Service code 51 · EIN 25-1211909 | Investment Mgmt Fees | $111,488 |
Filed as: STRATEGIC CAPITAL INV ADVISOR Service code 17 · EIN 36-4268991 | Pension Consulting | $106,751 |
CUNI, RUST & STRENK3 years Filed as: CUNI, RUST & STRENK, INC. Service code 11 · EIN 31-1227755 | Actuarial | $60,775 |
Filed as: WASHINGTON CAPITAL Service code 51 · EIN 91-1042342 | Investment Mgmt Fees | $50,693 |
JOHNSON & KROL, LLC6+ years Service code 29 · EIN 36-4342024 | Legal | $50,480 |
Service code 10 · EIN 61-1129886 | Accounting | $49,000 |
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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 | $444,552-100.0% | $201,582-100.0% | $444,552-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 23.6%-23.6pp | 3.7%-3.7pp |
| Annual return | 23.30% | 19.37%+3.9pp | 11.08%+12.2pp | 15.63%+7.7pp |
| Employer contribution / active EE | $18,486 | $13,107+41.0% | $28,418-35.0% | $11,476+61.1% |
| Participant deferral / active EE | $0 | $2-100.0% | $86-100.0% | $1,127-100.0% |
| Admin fee / account holder | $0 | $429-100.0% | $6,559-100.0% | $429-100.0% |