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| Provider | Service type | Compensation |
|---|---|---|
Filed as: STRATEGIC CAPITAL INV ADVISORS Service code 27 · EIN 36-4268991 | Advisory (Plan) | $115,000 |
NATIONAL INVESTMENT SERVICES1+ years Filed as: NATIONAL INVESTMENT SERVICES, INC. Service code 51 · EIN 80-0169636 | Investment Mgmt Fees | $98,687 |
LEGACY PROFESSIONALS LLP1+ years Service code 10 · EIN 32-0043599 | Accounting | $48,943 |
MELODY NEYLAND1+ years Service code 30 · EIN 36-3794397 | Employee (plan) | $42,207 |
DOUG JOHNSTON1+ years Service code 30 · EIN 36-3794397 | Employee (plan) | $40,614 |
WILLIAM BLAIR1+ years Filed as: WILLIAM MCINTYRE Service code 30 · EIN 36-3794397 | Employee (plan) | $38,177 |
ASHER, GITTLER & D'ALBA, LTD.1+ years Filed as: ASHER, GITTLER,& D'ALBA, LTD. Service code 29 · EIN 36-2786883 | Legal | $37,127 |
MILAN DIKLICH1+ years Service code 30 · EIN 36-3794397 | Employee (plan) | $36,969 |
MICHAEL F. YATES & COMPANY, INC.1+ years Filed as: MICHAEL HOOPER Service code 30 · EIN 36-3794397 | Employee (plan) | $36,733 |
DOWD, BLOCH & BENNETT1+ years Filed as: DOWD, BLOCH, BENNETT & CERVONE Service code 29 · EIN 36-3371377 | Legal | $18,125 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $83,458-100.0% | $123,105-100.0% | $67,505-100.0% |
| Participation rate | 0.0% | 84.5%-84.5pp | 86.8%-86.8pp | 71.2%-71.2pp |
| Annual return | 1.30% | 1.29%0pp | 13.22%-11.9pp | 6.52%-5.2pp |
| Employer contribution / active EE | $1,547 | $3,087-49.9% | $5,151-70.0% | $2,173-28.8% |
| Participant deferral / active EE | $0 | $5,379-100.0% | $6,229-100.0% | $3,597-100.0% |
| Admin fee / account holder | $0 | $60-100.0% | $9,014-100.0% | $56-100.0% |