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| Provider | Service type | Compensation |
|---|---|---|
NATIONAL INVESTMENT SERVICES1+ years Service code 51 · EIN 80-0169636 | Investment Mgmt Fees | $266,255 |
J MCARDLE1+ years Filed as: MCARDLE JAMES Service code 30 · EIN 36-6486542 | Employee (plan) | $147,556 |
THE SEGAL COMPANY1+ years Filed as: THE SEGAL COMPANY INC Service code 11 · EIN 13-1975125 | Actuarial | $95,000 |
BANSLEY AND KIENER, LLP1+ years Filed as: BANSLEY AND KIENER, L.L.P. Service code 10 · EIN 36-2152389 | Accounting | $89,334 |
Filed as: STRATEGIC CAPITAL INV ADVISORS Service code 27 · EIN 36-4268991 | Advisory (Plan) | $80,500 |
CHAVEZ SILVA & COMPANY1+ years Filed as: CHAVEZ SONDRA Service code 30 · EIN 36-6486542 | Employee (plan) | $76,082 |
Y. PAWLASZEK1+ years Filed as: PAWLASZEK YOLANDA Service code 30 · EIN 36-6486542 | Employee (plan) | $72,417 |
L. HYNES1+ years Filed as: HYNES LAURA Service code 30 · EIN 36-6486542 | Employee (plan) | $61,530 |
URBANSKA BOZENNA1+ years Service code 30 · EIN 36-6486542 | Employee (plan) | $61,071 |
ASHER, GITTLER & D'ALBA, LTD.1+ years Filed as: ASHER, GITTLER, GREENFIELD & D'ALBA Service code 29 · EIN 36-2786883 | Legal | $56,573 |
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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $57,821-100.0% | $176,816-100.0% | $57,821-100.0% |
| Participation rate | 0.0% | 5.5%-5.5pp | 39.2%-39.2pp | 5.5%-5.5pp |
| Annual return | 8.79% | 5.86%+2.9pp | 2.89%+5.9pp | 5.86%+2.9pp |
| Employer contribution / active EE | $2,411 | $10,137-76.2% | $39,831-93.9% | $10,137-76.2% |
| Participant deferral / active EE | $0 | $492-100.0% | $99-100.0% | $492-100.0% |
| Admin fee / account holder | $0 | $387-100.0% | $478-100.0% | $387-100.0% |