| Provider | Service type | Compensation |
|---|---|---|
JOHNSON & KROL, LLC3+ years Service code 29 · EIN 36-4342024 | Legal | $392,524 |
NATIONAL INVESTMENT SERVICES2 years Filed as: NATIONAL INVESTMENT SERVICES, INC. Service code 28 · EIN 80-0169636 | Investment Management | $342,452 |
Filed as: PRUDENTIAL INSURANCE CO. OF AMERICA Service code 28 · EIN 22-1211670 | Investment Management | $301,226 |
Filed as: METROPOLITAN WEST ASSET MGMT Service code 28 865 SOUTH FIGUEROA STREET · LOS ANGELES, CA 90017 | Investment Management | $237,336 |
ASB CAPITAL MANAGEMENT2 years Filed as: ASB CAPITAL MANAGEMENT, LLC Service code 28 · EIN 80-0618452 | Investment Management | $219,631 |
STEVE BUKOVAC3+ years Service code 14 · EIN 36-6042061 | Plan Administrator | $136,877 |
MILLIMAN, INC.1 year Filed as: MILLIMAN, INC Service code 11 71 S. WACKER DRIVE, 31ST FL · CHICAGO, IL 60606 | Actuarial | $132,943 |
Service code 16 · EIN 36-4268991 | Consulting | $125,000 |
LSV ASSET MANAGEMENT3+ years Service code 28 · EIN 23-2772200 | Investment Management | $101,344 |
JUAN RODRIGUEZ2 years Service code 30 · EIN 36-6042061 | Employee (plan) | $86,684 |
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 | $0 | $128,366-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 19.3%-19.3pp | 0.0%0pp |
| Annual return | 15.61% | 13.46%+2.1pp | 9.39%+6.2pp | 17.84%-2.2pp |
| Employer contribution / active EE | $12,899 | $16,846-23.4% | $33,466-61.5% | $14,688-12.2% |
| Participant deferral / active EE | $0 | $2,459-100.0% | $657-100.0% | $770-100.0% |
| Admin fee / account holder | $0 | $0 | $2,132-100.0% | - |