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| Provider | Service type | Compensation |
|---|---|---|
Filed as: PRUDENTIAL INSURANCE CO Service code 28 · EIN 22-1211670 | Investment Management | $231,286 |
JOHN GARDINER3+ years Service code 14 · EIN 36-2872442 | Plan Administrator | $196,241 |
NATIONAL INVESTMENT SERVICES3+ years Filed as: NATIONAL INVESTMENT SVCS INC Service code 28 · EIN 80-0169636 | Investment Management | $168,338 |
Service code 28 865 SOUTH FIGUEROA STREET · LOS ANGELES, CA 90017 | Investment Management | $134,133 |
PRINCIPAL LIFE INSURANCE COMPANY3+ years Filed as: PRINCIPAL FINANCIAL GROUP Service code 28 · EIN 42-0127290 | Investment Management | $108,316 |
JOHNSON & KROL, LLC3+ years Service code 29 · EIN 36-4342024 | Legal | $105,857 |
Filed as: STRATEGIC CAPITAL INVSTMNT ADVISORS Service code 27 · EIN 36-4268991 | Advisory (Plan) | $100,000 |
SARA WHITE2 years Filed as: SARA HERRING Service code 30 · EIN 36-2872442 | Employee (plan) | $85,439 |
LEGACY PROFESSIONALS LLP3+ years Service code 10 · EIN 32-0043599 | Accounting | $66,250 |
FIRST MIDWEST BANK3+ years Service code 19 · EIN 36-1495255 | Securities Custodian | $64,457 |
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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 | $0 | $184,886-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 47.1%-47.1pp | 0.0%0pp |
| Annual return | 13.51% | 12.33%+1.2pp | 8.32%+5.2pp | 17.84%-4.3pp |
| Employer contribution / active EE | $18,593 | $11,641+59.7% | $30,793-39.6% | $14,688+26.6% |
| Participant deferral / active EE | $0 | $0 | $90-100.0% | $770-100.0% |
| Admin fee / account holder | $0 | $0 | $2,802-100.0% | - |