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| Provider | Service type | Compensation |
|---|---|---|
NATIONAL INVESTMENT SERVICES4+ years Filed as: NATIONAL INVESTMENT SERVICES, INC. Service code 51 · EIN 80-0169636 | Investment Mgmt Fees | $129,627 |
Filed as: STRATEGIC CAPITAL INV ADVISORS Service code 27 · EIN 36-4268991 | Advisory (Plan) | $115,000 |
MELODY NEYLAND4+ years Service code 30 · EIN 36-3794397 | Employee (plan) | $50,807 |
DOUG JOHNSTON4+ years Service code 30 · EIN 36-3794397 | Employee (plan) | $48,949 |
WILLIAM BLAIR4+ years Filed as: WILLIAM MCINTYRE Service code 30 · EIN 36-3794397 | Employee (plan) | $45,397 |
MILAN DIKLICH4+ years Service code 14 · EIN 36-3794397 | Plan Administrator | $45,216 |
LEGACY PROFESSIONALS LLP4+ years Service code 10 · EIN 32-0043599 | Accounting | $40,122 |
ASHER, GITTLER & D'ALBA, LTD.4+ years Filed as: ASHER, GITTLER,& D'ALBA, LTD. Service code 29 · EIN 36-2786883 | Legal | $25,137 |
DOWD, BLOCH & BENNETT4+ years Filed as: DOWD, BLOCH, BENNETT & CERVONE Service code 29 · EIN 36-3371377 | Legal | $12,633 |
BENESYS, INC.4+ years Filed as: INNOVATIVE SOFTWARE SOLUTIONS, INC. Service code 15 · EIN 23-2182079 | Recordkeeping | $10,839 |
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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $104,281-100.0% | $140,019-100.0% | $68,904-100.0% |
| Participation rate | 0.0% | 89.1%-89.1pp | 87.5%-87.5pp | 74.1%-74.1pp |
| Annual return | -2.61% | -1.33%-1.3pp | 651.19%-653.8pp | 1.07%-3.7pp |
| Employer contribution / active EE | $2,399 | $4,070-41.1% | $5,605-57.2% | $2,540-5.6% |
| Participant deferral / active EE | $0 | $6,129-100.0% | $6,927-100.0% | $4,015-100.0% |
| Admin fee / account holder | $0 | $79-100.0% | $10,705-100.0% | $71-100.0% |