Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
NATIONAL INVESTMENT SERVICES8+ years Filed as: NATIONAL INVESTMENT SVCS INC Service code 28 · EIN 84-3937993 | Investment Management | $245,077 |
JOHN GARDINER8+ years Service code 14 · EIN 36-2872442 | Plan Administrator | $212,325 |
Filed as: WASHINGTON CAPITAL Service code 28 1200 SIXTH AVE, SUITE 700 · SEATTLE, WA 98101 | Investment Management | $123,419 |
Filed as: PRUDENTIAL INSURANCE CO Service code 28 · EIN 22-1211670 | Investment Management | $121,064 |
PRINCIPAL LIFE INSURANCE COMPANY8+ years Filed as: PRINCIPAL FINANCIAL GROUP Service code 28 · EIN 42-0127290 | Investment Management | $115,821 |
Filed as: STRATEGIC CAPITAL INVSTMNT ADVISORS Service code 27 · EIN 36-4268991 | Advisory (Plan) | $110,500 |
SARA WHITE7 years Filed as: SARA HERRING Service code 30 · EIN 36-2872442 | Employee (plan) | $104,683 |
JOHNSON & KROL, LLC8+ years Service code 29 · EIN 36-4342024 | Legal | $80,982 |
LEGACY PROFESSIONALS LLP8+ years Service code 10 · EIN 32-0043599 | Accounting | $74,106 |
O'SULLIVAN ASSOCIATES8+ years Service code 11 · EIN 20-8199367 | Actuarial | $58,400 |
Sign up free to preview 1 actuary disclosure
Free accounts unlock saves, downloads, and 3-year history.
Annual investment return is in the bottom quintile of the peer cohort.
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 | $2,456,633-100.0% | $164,721-100.0% | $2,456,633-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 21.0%-21.0pp | 1.5%-1.5pp |
| Annual return | -14.27% | -7.95%-6.3pp | -5.85%-8.4pp | 23.41%-37.7pp |
| Employer contribution / active EE | $17,966 | $13,972+28.6% | $31,839-43.6% | $12,650+42.0% |
| Participant deferral / active EE | $0 | $0 | $2-100.0% | $1,474-100.0% |
| Admin fee / account holder | $0 | $14,884-100.0% | $1,000-100.0% | $14,884-100.0% |