| Provider | Service type | Compensation |
|---|---|---|
NATIONAL INVESTMENT SERVICES3 years Filed as: NATIONAL INVESTMENT SERVICES, INC. Service code 28 · EIN 80-0169636 | Investment Management | $373,120 |
JOHNSON & KROL, LLC4+ years Service code 29 · EIN 36-4342024 | Legal | $333,368 |
Filed as: PRUDENTIAL INSURANCE CO. OF AMERICA Service code 28 · EIN 22-1211670 | Investment Management | $310,669 |
MILLIMAN, INC.2 years Filed as: MILLIMAN, INC Service code 11 71 S. WACKER DRIVE, 31ST FL · CHICAGO, IL 60606 | Actuarial | $165,356 |
Service code 16 · EIN 36-4268991 | Consulting | $127,500 |
STEVE BUKOVAC4+ years Service code 14 · EIN 36-6042061 | Plan Administrator | $125,281 |
LSV ASSET MANAGEMENT4+ years Service code 28 · EIN 23-2772200 | Investment Management | $103,385 |
Filed as: MACNELL ACCOUNTING AND CONSULTING L Service code 10 · EIN 30-0510353 | Accounting | $88,323 |
JEANINE EARTH-GILLUND2 years Service code 14 · EIN 36-6042061 | Plan Administrator | $73,791 |
Filed as: METROPOLITAN WEST ASSET MGMT Service code 28 865 SOUTH FIGUEROA STREET · LOS ANGELES, CA 90017 | Investment Management | $66,203 |
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 | $21,578,776-100.0% | $145,218-100.0% | $21,578,776-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 20.5%-20.5pp | 0.0%0pp |
| Annual return | -3.77% | -1.27%-2.5pp | -0.67%-3.1pp | 33.37%-37.1pp |
| Employer contribution / active EE | $9,459 | $12,021-21.3% | $31,731-70.2% | $11,253-15.9% |
| Participant deferral / active EE | $0 | $2,907-100.0% | $473-100.0% | $819-100.0% |
| Admin fee / account holder | $0 | $99,113-100.0% | $28,383-100.0% | $99,113-100.0% |