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| Provider | Service type | Compensation |
|---|---|---|
NATIONAL INVESTMENT SERVICES9+ years Filed as: NATIONAL INVESTMENT SERVICES, INC. Service code 28 · EIN 84-3937993 | Investment Management | $160,537 |
Service code 28 · EIN 91-1163419 | Investment Management | $117,768 |
Filed as: STRATEGIC CAPITAL INV ADVISORS Service code 27 · EIN 36-4268991 | Advisory (Plan) | $114,400 |
MELODY NEYLAND9+ years Service code 14 · EIN 36-3794397 | Plan Administrator | $78,986 |
LEGACY PROFESSIONALS LLP9+ years Service code 10 · EIN 32-0043599 | Accounting | $63,605 |
DOUG JOHNSTON9+ years Service code 30 · EIN 36-3794397 | Employee (plan) | $59,035 |
FRANKLIN TEMPLETON1 year Filed as: CLARION PARTNERS, LLC Service code 28 1717 MCKINNEY AVENUE · DALLAS, TX 75202 | Investment Management | $48,299 |
MILAN DIKLICH9+ years Service code 14 · EIN 36-3794397 | Plan Administrator | $34,942 |
MELISSA W. COOK & ASSOCIATES3 years Filed as: MELISSA FURTYO Service code 30 · EIN 36-3794397 | Employee (plan) | $27,819 |
Filed as: NICHOLAS MARINOPOULOS Service code 30 · EIN 36-3794397 | Employee (plan) | $27,124 |
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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $52,152 | $74,831-30.3% | $96,543-46.0% | $103,657-49.7% |
| Participation rate | 100.0% | 83.1%+16.9pp | 74.3%+25.7pp | 73.4%+26.6pp |
| Annual return | 10.37% | 16.15%-5.8pp | 35.75%-25.4pp | 33.13%-22.8pp |
| Employer contribution / active EE | $2,774 | $3,888-28.6% | $3,741-25.8% | $3,216-13.7% |
| Participant deferral / active EE | $0 | $3,896-100.0% | $4,880-100.0% | $5,218-100.0% |
| Admin fee / account holder | $209 | $130+60.3% | $6,737-96.9% | $114+82.7% |