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| Provider | Service type | Compensation |
|---|---|---|
NATIONAL INVESTMENT SERVICES5 years Filed as: NATIONAL INVESTMENT SERVICES, INC. Service code 28 · EIN 80-0169636 | Investment Management | $183,467 |
ZENITH AMERICAN SOLUTIONS5 years Filed as: ZENITH AMERICAN SOLUTIONS, INC. Service code 13 · EIN 52-1590516 | Contract Administrator | $178,755 |
FRANKLIN TEMPLETON5 years Filed as: CLARION LION PROPERTIES FUND, LP Service code 51 · EIN 13-4087331 | Investment Mgmt Fees | $85,451 |
Service code 27 · EIN 36-4268991 | Advisory (Plan) | $80,458 |
CUNI, RUST & STRENK5 years Service code 11 · EIN 31-1227755 | Actuarial | $73,550 |
PNC BANK, N.A.5 years Filed as: PNC BANK, AFL-CIO Service code 51 · EIN 52-6328901 | Investment Mgmt Fees | $63,861 |
Service code 10 · EIN 61-1129886 | Accounting | $59,676 |
THE SEGAL COMPANY2 years Filed as: SEGAL SELECT INSURANCE SERVICES INC Service code 22 · EIN 46-0619194 | Insurance Broker | $51,479 |
Service code 51 · EIN 91-1163419 | Investment Mgmt Fees | $51,148 |
ASCENSUS LLC5 years Filed as: LEDBETTER PARISI, LLC Service code 29 · EIN 03-0599899 | Legal | $34,792 |
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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 | $2,456,633-100.0% | $164,721-100.0% | $2,456,633-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 21.0%-21.0pp | 1.5%-1.5pp |
| Annual return | -3.10% | -7.95%+4.9pp | -5.85%+2.8pp | 23.41%-26.5pp |
| Employer contribution / active EE | $12,491 | $13,972-10.6% | $31,839-60.8% | $12,650-1.3% |
| Participant deferral / active EE | $0 | $0 | $2-100.0% | $1,474-100.0% |
| Admin fee / account holder | $0 | $14,884-100.0% | $1,000-100.0% | $14,884-100.0% |