| Provider | Service type | Compensation |
|---|---|---|
NATIONAL INVESTMENT SERVICES4 years Filed as: NATIONAL INVESTMENT SERVICES, INC. Service code 28 · EIN 80-0169636 | Investment Management | $430,273 |
Filed as: PRUDENTIAL INSURANCE CO. OF AMERICA Service code 28 · EIN 22-1211670 | Investment Management | $320,388 |
JOHNSON & KROL, LLC5+ years Service code 29 · EIN 36-4342024 | Legal | $299,004 |
MILLIMAN, INC.3 years Filed as: MILLIMAN, INC Service code 11 · EIN 91-0675641 | Actuarial | $156,763 |
STEVE BUKOVAC5+ years Service code 14 · EIN 36-6042061 | Plan Administrator | $130,864 |
Service code 16 · EIN 36-4268991 | Consulting | $130,000 |
Filed as: MACNELL ACCOUNTING AND CONSULTING L Service code 10 · EIN 30-0510353 | Accounting | $92,912 |
Filed as: MORGAN, LEWIS & BOCKIUS LLP Service code 29 · EIN 23-0891050 | Legal | $80,818 |
JEANINE EARTH-GILLUND3 years Service code 14 · EIN 36-6042061 | Plan Administrator | $79,489 |
JUAN RODRIGUEZ4 years Service code 30 · EIN 36-6042061 | Employee (plan) | $57,016 |
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 | $341,093,897-100.0% | $161,646-100.0% | $341,093,897-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 15.5%-15.5pp | 0.0%0pp |
| Annual return | 19.02% | 21.83%-2.8pp | 12.93%+6.1pp | 21.83%-2.8pp |
| Employer contribution / active EE | $10,111 | $12,237-17.4% | $35,210-71.3% | $12,237-17.4% |
| Participant deferral / active EE | $0 | $987-100.0% | $458-100.0% | $987-100.0% |
| Admin fee / account holder | $0 | $1,551,325-100.0% | $4,659-100.0% | $1,551,325-100.0% |