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| Provider | Service type | Compensation |
|---|---|---|
Filed as: PRUDENTIAL INSURANCE CO Service code 28 · EIN 22-1211670 | Investment Management | $238,923 |
JOHNSON & KROL, LLC1+ years Service code 29 · EIN 36-4342024 | Legal | $194,225 |
JOHN GARDINER1+ years Service code 14 · EIN 36-2872442 | Plan Administrator | $188,379 |
NATIONAL INVESTMENT SERVICES1+ years Filed as: NATIONAL INVESTMENT SVCS INC Service code 28 · EIN 80-0169636 | Investment Management | $150,720 |
Service code 28 865 SOUTH FIGUEROA STREET · LOS ANGELES, CA 90017 | Investment Management | $122,165 |
Filed as: STRATEGIC CAPITAL INVSTMNT ADVISORS Service code 27 · EIN 36-4268991 | Advisory (Plan) | $98,000 |
PRINCIPAL LIFE INSURANCE COMPANY1+ years Filed as: PRINCIPAL FINANCIAL GROUP Service code 28 · EIN 42-0127290 | Investment Management | $83,734 |
LAUREL WEALTH ADVISORS1+ years Filed as: LAUREL GILLUND Service code 30 · EIN 36-2872442 | Employee (plan) | $78,733 |
FIRST MIDWEST BANK1+ years Service code 19 · EIN 36-1495255 | Securities Custodian | $61,578 |
LEGACY PROFESSIONALS LLP1+ years Service code 10 · EIN 32-0043599 | Accounting | $50,000 |
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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 | $14,096,330-100.0% | $115,244-100.0% | $14,096,330-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 33.3%-33.3pp | 0.0%0pp |
| Annual return | 1.69% | 1.36%+0.3pp | -1.61%+3.3pp | 1.67%0pp |
| Employer contribution / active EE | $17,718 | $10,832+63.6% | $30,840-42.5% | $10,506+68.6% |
| Participant deferral / active EE | $0 | $0 | $41-100.0% | $1,562-100.0% |
| Admin fee / account holder | $0 | $66,276-100.0% | $3,433-100.0% | $66,276-100.0% |