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| Provider | Service type | Compensation |
|---|---|---|
NATIONAL INVESTMENT SERVICES4 years Filed as: NATIONAL INVESTMENT SERVICES, INC. Service code 28 · EIN 80-0169636 | Investment Management | $178,991 |
ZENITH AMERICAN SOLUTIONS4 years Filed as: ZENITH AMERICAN SOLUTIONS, INC. Service code 13 · EIN 52-1590516 | Contract Administrator | $164,277 |
FRANKLIN TEMPLETON4 years Filed as: CLARION LION PROPERTIES FUND, LP Service code 51 · EIN 13-4087331 | Investment Mgmt Fees | $95,779 |
PNC BANK, N.A.4 years Filed as: PNC BANK, AFL-CIO Service code 51 · EIN 52-6328901 | Investment Mgmt Fees | $75,862 |
Service code 27 · EIN 36-4268991 | Advisory (Plan) | $75,667 |
CUNI, RUST & STRENK4 years Service code 11 · EIN 31-1227755 | Actuarial | $65,075 |
Service code 10 · EIN 61-1129886 | Accounting | $51,509 |
THE SEGAL COMPANY1 year Filed as: SEGAL SELECT INSURANCE SERVICES INC Service code 22 · EIN 46-0619194 | Insurance Broker | $49,361 |
ASCENSUS LLC4 years Filed as: LEDBETTER PARISI, LLC Service code 29 · EIN 03-0599899 | Legal | $34,926 |
Service code 51 · EIN 91-1163419 | Investment Mgmt Fees | $29,391 |
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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 | 26.58% | 19.37%+7.2pp | 11.08%+15.5pp | 15.63%+10.9pp |
| Employer contribution / active EE | $12,591 | $13,107-3.9% | $28,418-55.7% | $11,476+9.7% |
| 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% |