| Provider | Service type | Compensation |
|---|---|---|
NATIONAL INVESTMENT SERVICES6 years Filed as: NATIONAL INVESTMENT SERVICES, INC. Service code 28 · EIN 80-0169636 | Investment Management | $516,157 |
JOHNSON & KROL, LLC7+ years Service code 29 · EIN 36-4342024 | Legal | $269,999 |
Filed as: PRUDENTIAL INSURANCE CO. OF AMERICA Service code 51 · EIN 22-1211670 | Investment Mgmt Fees | $234,808 |
MILLIMAN, INC.5 years Filed as: MILLIMAN, INC Service code 11 · EIN 91-0675641 | Actuarial | $212,719 |
Filed as: WASHINGTON CAPITAL Service code 28 · EIN 91-1163419 | Investment Management | $188,847 |
Service code 16 · EIN 36-4268991 | Consulting | $135,000 |
STEVE BUKOVAC7+ years Service code 14 · EIN 36-6042061 | Plan Administrator | $133,799 |
JEANINE EARTH-GILLUND5 years Service code 14 · EIN 36-6042061 | Plan Administrator | $80,943 |
MORGAN STANLEY SMITH BARNEY3 years Filed as: MORGAN, LEWIS & BOCKIUS LLP Service code 29 · EIN 23-0891050 | Legal | $74,203 |
JUAN RODRIGUEZ6 years Service code 30 · EIN 36-6042061 | Employee (plan) | $70,590 |
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 | $444,552-100.0% | $151,098-100.0% | $444,552-100.0% |
| Participation rate | 0.0% | 3.7%-3.7pp | 16.3%-16.3pp | 3.7%-3.7pp |
| Annual return | 15.17% | 15.63%-0.5pp | 11.31%+3.9pp | 15.63%-0.5pp |
| Employer contribution / active EE | $9,093 | $11,476-20.8% | $35,729-74.6% | $11,476-20.8% |
| Participant deferral / active EE | $0 | $1,127-100.0% | $237-100.0% | $1,127-100.0% |
| Admin fee / account holder | $0 | $429-100.0% | $20,124-100.0% | $429-100.0% |