| Provider | Service type | Compensation |
|---|---|---|
NATIONAL INVESTMENT SERVICES7 years Filed as: NATIONAL INVESTMENT SERVICES, INC. Service code 28 · EIN 80-0169636 | Investment Management | $381,067 |
Filed as: PRUDENTIAL INSURANCE CO. OF AMERICA Service code 51 · EIN 22-1211670 | Investment Mgmt Fees | $260,621 |
JOHNSON & KROL, LLC8+ years Service code 29 · EIN 36-4342024 | Legal | $249,023 |
Filed as: WASHINGTON CAPITAL Service code 28 · EIN 91-1163419 | Investment Management | $229,560 |
MILLIMAN, INC.6 years Filed as: MILLIMAN, INC Service code 11 · EIN 91-0675641 | Actuarial | $155,739 |
STEVE BUKOVAC8+ years Service code 14 · EIN 36-6042061 | Plan Administrator | $145,528 |
Service code 16 · EIN 36-4268991 | Consulting | $137,500 |
Service code 15 · EIN 52-1796473 | Recordkeeping | $88,166 |
JEANINE EARTH-GILLUND6 years Service code 14 · EIN 36-6042061 | Plan Administrator | $83,549 |
JUAN RODRIGUEZ7 years Service code 30 · EIN 36-6042061 | Employee (plan) | $74,869 |
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 | $2,456,633-100.0% | $748,470-100.0% | $2,456,633-100.0% |
| Participation rate | 0.0% | 1.5%-1.5pp | 21.7%-21.7pp | 1.5%-1.5pp |
| Annual return | -13.95% | 23.41%-37.4pp | 0.46%-14.4pp | 23.41%-37.4pp |
| Employer contribution / active EE | $10,999 | $12,650-13.0% | $35,480-69.0% | $12,650-13.0% |
| Participant deferral / active EE | $0 | $1,474-100.0% | $231-100.0% | $1,474-100.0% |
| Admin fee / account holder | $0 | $14,884-100.0% | $29,938-100.0% | $14,884-100.0% |