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| Provider | Service type | Compensation |
|---|---|---|
NATIONAL INVESTMENT SERVICES6+ years Filed as: NATIONAL INVESTMENT SVCS INC Service code 28 · EIN 84-3937993 | Investment Management | $291,300 |
JOHN GARDINER6+ years Service code 14 · EIN 36-2872442 | Plan Administrator | $193,559 |
Filed as: PRUDENTIAL INSURANCE CO Service code 28 · EIN 22-1211670 | Investment Management | $144,449 |
PRINCIPAL LIFE INSURANCE COMPANY6+ years Filed as: PRINCIPAL FINANCIAL GROUP Service code 28 · EIN 42-0127290 | Investment Management | $118,386 |
Filed as: STRATEGIC CAPITAL INVSTMNT ADVISORS Service code 27 · EIN 36-4268991 | Advisory (Plan) | $106,000 |
SARA WHITE5 years Filed as: SARA HERRING Service code 30 · EIN 36-2872442 | Employee (plan) | $101,050 |
JOHNSON & KROL, LLC6+ years Service code 29 · EIN 36-4342024 | Legal | $79,626 |
Filed as: WASHINGTON CAPITAL Service code 28 1200 SIXTH AVE, SUITE 700 · SEATTLE, WA 98101 | Investment Management | $69,527 |
LEGACY PROFESSIONALS LLP6+ years Service code 10 · EIN 32-0043599 | Accounting | $68,900 |
O'SULLIVAN ASSOCIATES6+ years Service code 11 · EIN 20-9188367 | Actuarial | $57,400 |
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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 | $162,072-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 33.1%-33.1pp | 0.0%0pp |
| Annual return | 13.44% | 6.82%+6.6pp | 8.01%+5.4pp | 12.86%+0.6pp |
| Employer contribution / active EE | $18,115 | $12,695+42.7% | $29,476-38.5% | $13,687+32.4% |
| Participant deferral / active EE | $0 | $0 | $735-100.0% | $833-100.0% |
| Admin fee / account holder | $0 | $0 | $630-100.0% | - |