| Provider | Service type | Compensation |
|---|---|---|
JOHNSON & KROL, LLC1+ years Service code 29 · EIN 36-4342024 | Legal | $372,512 |
ASB CAPITAL MANAGEMENT1+ years Filed as: ASB CAPITAL MANAGEMENT LLC Service code 28 · EIN 80-0618452 | Investment Management | $313,633 |
NATIONAL INVESTMENT SERVICES1+ years Filed as: NATIONAL INVESTMENT SERVICES INC Service code 28 · EIN 80-0169636 | Investment Management | $309,580 |
Filed as: PRUDENTIAL INS. OF AMERICA Service code 28 · EIN 22-1211670 | Investment Management | $268,247 |
BUCK GLOBAL, LLC1+ years Filed as: BUCK CONSULTANTS LLC Service code 11 · EIN 13-3954297 | Actuarial | $216,053 |
Filed as: METROPOLITAN WEST ASSET MGMT Service code 28 865 SOUTH FIGUEROA STREET · LOS ANGELES, CA 90017 | Investment Management | $212,605 |
STEVE BUKOVAC1+ years Service code 14 · EIN 36-6042061 | Plan Administrator | $129,162 |
Filed as: STRATEGIC CAPITAL INVEST ADVISORS Service code 16 · EIN 36-4268991 | Consulting | $125,000 |
DANIEL AND HENRY CO1+ years Filed as: THE DANIEL AND HENRY CO Service code 22 · EIN 43-0634945 | Insurance Broker | $115,254 |
Filed as: MACNELL ACCOUNTING & CONSULTING LLP Service code 10 · EIN 30-0510353 | Accounting | $96,057 |
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $14,096,330-100.0% | $108,235-100.0% | $14,096,330-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 32.2%-32.2pp | 0.0%0pp |
| Annual return | 1.30% | 1.67%-0.4pp | -1.08%+2.4pp | 1.67%-0.4pp |
| Employer contribution / active EE | $11,948 | $10,506+13.7% | $35,779-66.6% | $10,506+13.7% |
| Participant deferral / active EE | $0 | $1,562-100.0% | $238-100.0% | $1,562-100.0% |
| Admin fee / account holder | $0 | $66,276-100.0% | $13,449-100.0% | $66,276-100.0% |