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| Provider | Service type | Compensation |
|---|---|---|
NATIONAL INVESTMENT SERVICES10+ years Filed as: NATIONAL INVESTMENT SERVICES, INC. Service code 51 · EIN 84-3937993 | Investment Mgmt Fees | $184,796 |
Service code 28 1200 SIXTH AVENUE, STE 700 · SEATTLE, WA 98101 | Investment Management | $123,983 |
STRATEGIC CAPITAL INVESTMENT ADVISO10+ years Filed as: STRATEGIC CAPITAL INV ADVISORS Service code 27 · EIN 36-4268991 | Advisory (Plan) | $116,600 |
LEGACY PROFESSIONALS LLP10+ years Service code 10 · EIN 32-0043599 | Accounting | $67,850 |
DOUG JOHNSTON10+ years Service code 30 · EIN 36-3794397 | Employee (plan) | $60,206 |
NICHOLAS PENSION CONSULTANTS2 years Filed as: NICHOLAS MARINOPOULOS Service code 30 · EIN 36-3794397 | Employee (plan) | $60,206 |
FRANKLIN TEMPLETON2 years Filed as: CLARION PARTNERS, LLC Service code 28 2323 VICTORY AVE. SUITE 1500 · DALLAS, TX 75219 | Investment Management | $59,969 |
JANINA CRESPO1 year Service code 30 · EIN 36-3794397 | Employee (plan) | $59,855 |
MELODY NEYLAND10+ years Service code 14 · EIN 36-3794397 | Plan Administrator | $46,933 |
Filed as: BRIDGEWAY BENEFIT TECHNOLOGIES, LLC Service code 15 3000 S. LENOLA ROAD · MAPLE SHADE, NJ 08052 | Recordkeeping | $29,797 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $57,434 | $86,936-33.9% | $103,333-44.4% | $99,062-42.0% |
| Participation rate | 100.0% | 81.7%+18.3pp | 74.5%+25.5pp | 71.6%+28.4pp |
| Annual return | 11.16% | 14.99%-3.8pp | 24.88%-13.7pp | 17.66%-6.5pp |
| Employer contribution / active EE | $2,677 | $3,925-31.8% | $3,868-30.8% | $3,262-17.9% |
| Participant deferral / active EE | $0 | $3,825-100.0% | $5,057-100.0% | $5,331-100.0% |
| Admin fee / account holder | $218 | $140+55.3% | $8,355-97.4% | $109+100.0% |