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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 SERVICES2+ years Filed as: NATIONAL INVESTMENT SERVICES, INC. Service code 51 · EIN 80-0169636 | Investment Mgmt Fees | $107,778 |
LEGACY PROFESSIONALS LLP2+ years Service code 10 · EIN 32-0043599 | Accounting | $44,132 |
MELODY NEYLAND2+ years Service code 30 · EIN 36-3794397 | Employee (plan) | $44,117 |
DOUG JOHNSTON2+ years Service code 30 · EIN 36-3794397 | Employee (plan) | $41,622 |
MILAN DIKLICH2+ years Service code 14 · EIN 36-3794397 | Plan Administrator | $41,018 |
SEAN MEAD1 year Filed as: SEAN ALLEN Service code 30 · EIN 36-3794397 | Employee (plan) | $39,563 |
WILLIAM BLAIR2+ years Filed as: WILLIAM MCINTYRE Service code 30 · EIN 36-3794397 | Employee (plan) | $39,563 |
MICHAEL F. YATES & COMPANY, INC.2+ years Filed as: MICHAEL HOOPER Service code 30 · EIN 36-3794397 | Employee (plan) | $30,761 |
ASHER, GITTLER & D'ALBA, LTD.2+ years Filed as: ASHER, GITTLER,& D'ALBA, LTD. Service code 29 · EIN 36-2786883 | Legal | $17,488 |
Annual investment return is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $82,683-100.0% | $133,975-100.0% | $65,292-100.0% |
| Participation rate | 0.0% | 87.3%-87.3pp | 87.1%-87.1pp | 72.4%-72.4pp |
| Annual return | 6.25% | 9.63%-3.4pp | 29.29%-23.0pp | 11.84%-5.6pp |
| Employer contribution / active EE | $1,789 | $3,583-50.1% | $5,211-65.7% | $2,302-22.3% |
| Participant deferral / active EE | $0 | $5,190-100.0% | $6,282-100.0% | $3,579-100.0% |
| Admin fee / account holder | $0 | $66-100.0% | $9,324-100.0% | $57-100.0% |