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| Provider | Service type | Compensation |
|---|---|---|
Filed as: PRUDENTIAL INSURANCE CO Service code 28 · EIN 22-1211670 | Investment Management | $220,938 |
JOHN GARDINER2+ years Service code 14 · EIN 36-2872442 | Plan Administrator | $194,080 |
NATIONAL INVESTMENT SERVICES2+ years Filed as: NATIONAL INVESTMENT SVCS INC Service code 28 · EIN 80-0169636 | Investment Management | $156,810 |
Service code 28 865 SOUTH FIGUEROA STREET · LOS ANGELES, CA 90017 | Investment Management | $155,947 |
JOHNSON & KROL, LLC2+ years Service code 29 · EIN 36-4342024 | Legal | $140,235 |
PRINCIPAL LIFE INSURANCE COMPANY2+ years Filed as: PRINCIPAL FINANCIAL GROUP Service code 28 · EIN 42-0127290 | Investment Management | $101,779 |
Filed as: STRATEGIC CAPITAL INVSTMNT ADVISORS Service code 27 · EIN 36-4268991 | Advisory (Plan) | $98,000 |
SARA WHITE1 year Filed as: SARA HERRING Service code 30 · EIN 36-2872442 | Employee (plan) | $71,860 |
FIRST MIDWEST BANK2+ years Service code 19 · EIN 36-1495255 | Securities Custodian | $61,828 |
O'SULLIVAN ASSOCIATES2+ years Service code 11 · EIN 20-8199367 | Actuarial | $54,000 |
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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 | $381,942,733-100.0% | $209,859-100.0% | $381,942,733-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 42.7%-42.7pp | 0.0%0pp |
| Annual return | 7.02% | 3.63%+3.4pp | 4.16%+2.9pp | 9.19%-2.2pp |
| Employer contribution / active EE | $17,046 | $11,363+50.0% | $29,966-43.1% | $12,608+35.2% |
| Participant deferral / active EE | $0 | $0 | $145-100.0% | $1,615-100.0% |
| Admin fee / account holder | $0 | $2,655,710-100.0% | $13,952-100.0% | $2,655,710-100.0% |