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| Provider | Service type | Compensation |
|---|---|---|
NATIONAL INVESTMENT SERVICES7+ years Filed as: NATIONAL INVESTMENT SVCS INC Service code 28 · EIN 84-3937993 | Investment Management | $330,768 |
JOHN GARDINER7+ years Service code 14 · EIN 36-2872442 | Plan Administrator | $209,503 |
Filed as: PRUDENTIAL INSURANCE CO Service code 28 · EIN 22-1211670 | Investment Management | $114,870 |
Filed as: STRATEGIC CAPITAL INVSTMNT ADVISORS Service code 27 · EIN 36-4268991 | Advisory (Plan) | $108,000 |
SARA WHITE6 years Filed as: SARA HERRING Service code 30 · EIN 36-2872442 | Employee (plan) | $107,666 |
PRINCIPAL LIFE INSURANCE COMPANY7+ years Filed as: PRINCIPAL FINANCIAL GROUP Service code 28 · EIN 42-0127290 | Investment Management | $105,464 |
Filed as: WASHINGTON CAPITAL Service code 28 1200 SIXTH AVE, SUITE 700 · SEATTLE, WA 98101 | Investment Management | $101,530 |
JOHNSON & KROL, LLC7+ years Service code 29 · EIN 36-4342024 | Legal | $73,821 |
LEGACY PROFESSIONALS LLP7+ years Service code 10 · EIN 32-0043599 | Accounting | $64,900 |
O'SULLIVAN ASSOCIATES7+ years Service code 11 · EIN 20-8199367 | Actuarial | $57,200 |
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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 | $444,552-100.0% | $201,582-100.0% | $444,552-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 23.6%-23.6pp | 3.7%-3.7pp |
| Annual return | 15.21% | 19.37%-4.2pp | 11.08%+4.1pp | 15.63%-0.4pp |
| Employer contribution / active EE | $18,201 | $13,107+38.9% | $28,418-36.0% | $11,476+58.6% |
| Participant deferral / active EE | $0 | $2-100.0% | $86-100.0% | $1,127-100.0% |
| Admin fee / account holder | $0 | $429-100.0% | $6,559-100.0% | $429-100.0% |