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| Provider | Service type | Compensation |
|---|---|---|
JOHN GARDINER9+ years Service code 14 · EIN 36-2872442 | Plan Administrator | $225,966 |
NATIONAL INVESTMENT SERVICES9+ years Filed as: NATIONAL INVESTMENT SVCS INC Service code 28 · EIN 84-3937993 | Investment Management | $209,274 |
Filed as: WASHINGTON CAPITAL Service code 28 1200 SIXTH AVE, SUITE 700 · SEATTLE, WA 98101 | Investment Management | $135,445 |
Filed as: STRATEGIC CAPITAL INVSTMNT ADVISORS Service code 27 · EIN 36-4268991 | Advisory (Plan) | $118,700 |
SARA WHITE8 years Filed as: SARA HERRING Service code 30 · EIN 36-2872442 | Employee (plan) | $111,298 |
PRINCIPAL LIFE INSURANCE COMPANY9+ years Filed as: PRINCIPAL FINANCIAL GROUP Service code 28 · EIN 42-0127290 | Investment Management | $105,148 |
Filed as: PRUDENTIAL INSURANCE CO Service code 28 · EIN 22-1211670 | Investment Management | $103,519 |
JOHNSON & KROL, LLC9+ years Service code 29 · EIN 36-4342024 | Legal | $87,589 |
LEGACY PROFESSIONALS LLP9+ years Service code 10 · EIN 32-0043599 | Accounting | $82,350 |
O'SULLIVAN ASSOCIATES9+ years Service code 11 · EIN 20-8199367 | Actuarial | $58,400 |
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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 | $13,363-100.0% | $473,625-100.0% | $13,363-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 37.3%-37.3pp | 2.2%-2.2pp |
| Annual return | 11.78% | 7.95%+3.8pp | 20.18%-8.4pp | 9.11%+2.7pp |
| Employer contribution / active EE | $18,469 | $14,684+25.8% | $29,108-36.6% | $12,231+51.0% |
| Participant deferral / active EE | $0 | $520-100.0% | $6-100.0% | $1,272-100.0% |
| Admin fee / account holder | $0 | $125-100.0% | $2,262-100.0% | $125-100.0% |