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| Provider | Service type | Compensation |
|---|---|---|
NATIONAL INVESTMENT SERVICES3+ years Filed as: NATIONAL INVESTMENT SERVICES, INC. Service code 51 · EIN 80-0169636 | Investment Mgmt Fees | $116,153 |
Filed as: STRATEGIC CAPITAL INV ADVISORS Service code 27 · EIN 36-4268991 | Advisory (Plan) | $115,000 |
MELODY NEYLAND3+ years Service code 30 · EIN 36-3794397 | Employee (plan) | $47,680 |
DOUG JOHNSTON3+ years Service code 30 · EIN 36-3794397 | Employee (plan) | $44,962 |
MILAN DIKLICH3+ years Service code 14 · EIN 36-3794397 | Plan Administrator | $42,640 |
LEGACY PROFESSIONALS LLP3+ years Service code 10 · EIN 32-0043599 | Accounting | $42,356 |
WILLIAM BLAIR3+ years Filed as: WILLIAM MCINTYRE Service code 30 · EIN 36-3794397 | Employee (plan) | $41,104 |
SEAN MEAD2 years Filed as: SEAN ALLEN Service code 30 · EIN 36-3794397 | Employee (plan) | $30,723 |
ASHER, GITTLER & D'ALBA, LTD.3+ years Filed as: ASHER, GITTLER,& D'ALBA, LTD. Service code 29 · EIN 36-2786883 | Legal | $19,956 |
BENESYS, INC.3+ years Filed as: INNOVATIVE SOFTWARE SOLUTIONS, INC. Service code 15 · EIN 23-2182079 | Recordkeeping | $10,911 |
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 | $96,400-100.0% | $149,721-100.0% | $177,276-100.0% |
| Participation rate | 0.0% | 88.9%-88.9pp | 87.1%-87.1pp | 74.8%-74.8pp |
| Annual return | 11.32% | 19.02%-7.7pp | 1501.67%-1490.4pp | 21.25%-9.9pp |
| Employer contribution / active EE | $2,167 | $3,680-41.1% | $5,444-60.2% | $2,479-12.6% |
| Participant deferral / active EE | $0 | $5,510-100.0% | $6,568-100.0% | $3,881-100.0% |
| Admin fee / account holder | $0 | $69-100.0% | $11,282-100.0% | $154-100.0% |