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| Provider | Service type | Compensation |
|---|---|---|
NATIONAL INVESTMENT SERVICES5+ years Filed as: NATIONAL INVESTMENT SVCS INC Service code 28 · EIN 80-0169636 | Investment Management | $267,637 |
Filed as: PRUDENTIAL INSURANCE CO Service code 28 · EIN 22-1211670 | Investment Management | $249,864 |
JOHN GARDINER5+ years Service code 14 · EIN 36-2872442 | Plan Administrator | $203,824 |
JOHNSON & KROL, LLC5+ years Service code 29 · EIN 36-4342024 | Legal | $140,469 |
Filed as: STRATEGIC CAPITAL INVSTMNT ADVISORS Service code 27 · EIN 36-4268991 | Advisory (Plan) | $104,000 |
SARA WHITE4 years Filed as: SARA HERRING Service code 30 · EIN 36-2872442 | Employee (plan) | $96,413 |
LEGACY PROFESSIONALS LLP5+ years Service code 10 · EIN 32-0043599 | Accounting | $66,700 |
O'SULLIVAN ASSOCIATES5+ years Service code 11 · EIN 20-8199367 | Actuarial | $57,400 |
FIRST MIDWEST BANK5+ years Service code 19 · EIN 36-1495255 | Securities Custodian | $41,135 |
ISSI5+ years Service code 16 · EIN 23-2182079 | Consulting | $39,443 |
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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 | $341,093,897-100.0% | $362,723-100.0% | $341,093,897-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 37.9%-37.9pp | 0.0%0pp |
| Annual return | 19.18% | 12.20%+7.0pp | 10.56%+8.6pp | 21.83%-2.7pp |
| Employer contribution / active EE | $18,208 | $12,801+42.2% | $30,199-39.7% | $12,237+48.8% |
| Participant deferral / active EE | $0 | $0 | $33-100.0% | $987-100.0% |
| Admin fee / account holder | $0 | $1,551,325-100.0% | $2,168-100.0% | $1,551,325-100.0% |