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| Provider | Service type | Compensation |
|---|---|---|
NATIONAL INVESTMENT SERVICES3 years Filed as: NATIONAL INVESTMENT SERVICES, INC. Service code 28 · EIN 80-0169636 | Investment Management | $172,255 |
ZENITH AMERICAN SOLUTIONS3 years Filed as: ZENITH AMERICAN SOLUTIONS, INC. Service code 13 · EIN 52-1590516 | Contract Administrator | $157,468 |
FRANKLIN TEMPLETON3 years Filed as: CLARION LION PROPERTIES FUND, LP Service code 51 · EIN 13-4087331 | Investment Mgmt Fees | $98,750 |
PNC BANK, N.A.3 years Filed as: PNC BANK, AFL-CIO Service code 51 · EIN 22-1146430 | Investment Mgmt Fees | $81,771 |
Service code 27 · EIN 36-4268991 | Advisory (Plan) | $76,060 |
CUNI, RUST & STRENK3 years Service code 11 · EIN 31-1227755 | Actuarial | $60,300 |
Service code 10 · EIN 61-1129886 | Accounting | $59,378 |
THE SEGAL COMPANY2 years Filed as: SEGAL SELECT INSURANCE Service code 53 · EIN 46-0619194 | Insurance Commissions | $56,619 |
ASCENSUS LLC3 years Filed as: LEDBETTER PARISI, LLC Service code 29 · EIN 03-0599899 | Legal | $41,645 |
Service code 51 · EIN 91-1163419 | Investment Mgmt Fees | $17,497 |
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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 | $0 | $162,072-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 33.1%-33.1pp | 0.0%0pp |
| Annual return | 0.93% | 6.82%-5.9pp | 8.01%-7.1pp | 12.86%-11.9pp |
| Employer contribution / active EE | $12,426 | $12,695-2.1% | $29,476-57.8% | $13,687-9.2% |
| Participant deferral / active EE | $0 | $0 | $735-100.0% | $833-100.0% |
| Admin fee / account holder | $0 | $0 | $630-100.0% | - |