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| Provider | Service type | Compensation |
|---|---|---|
Filed as: PRUDENTIAL INSURANCE CO Service code 28 · EIN 22-1211670 | Investment Management | $242,150 |
NATIONAL INVESTMENT SERVICES4+ years Filed as: NATIONAL INVESTMENT SVCS INC Service code 28 · EIN 80-0169636 | Investment Management | $208,403 |
JOHN GARDINER4+ years Service code 14 · EIN 36-2872442 | Plan Administrator | $199,203 |
JOHNSON & KROL, LLC4+ years Service code 29 · EIN 36-4342024 | Legal | $147,025 |
PRINCIPAL LIFE INSURANCE COMPANY4+ years Filed as: PRINCIPAL FINANCIAL GROUP Service code 28 · EIN 42-0127290 | Investment Management | $108,840 |
Filed as: STRATEGIC CAPITAL INVSTMNT ADVISORS Service code 27 · EIN 36-4268991 | Advisory (Plan) | $102,000 |
SARA WHITE3 years Filed as: SARA HERRING Service code 30 · EIN 36-2872442 | Employee (plan) | $89,767 |
LEGACY PROFESSIONALS LLP4+ years Service code 10 · EIN 32-0043599 | Accounting | $66,850 |
O'SULLIVAN ASSOCIATES4+ years Service code 11 · EIN 20-8199367 | Actuarial | $55,200 |
FIRST MIDWEST BANK4+ years Service code 19 · EIN 36-1495255 | Securities Custodian | $46,981 |
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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 | $21,578,776-100.0% | $245,396-100.0% | $21,578,776-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 43.0%-43.0pp | 0.0%0pp |
| Annual return | -4.01% | 2.02%-6.0pp | -752.26%+748.2pp | 33.37%-37.4pp |
| Employer contribution / active EE | $18,291 | $12,422+47.3% | $31,802-42.5% | $11,253+62.5% |
| Participant deferral / active EE | $0 | $0 | $47-100.0% | $819-100.0% |
| Admin fee / account holder | $0 | $99,113-100.0% | $1,223-100.0% | $99,113-100.0% |