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| Provider | Service type | Compensation |
|---|---|---|
Filed as: NATIONAL INVESTMENT SERVICES, INC. Service code 51 · EIN 80-0169636 | Investment Mgmt Fees | $309,230 |
JAMES A. REICHERT1 year Filed as: JAMES MCARDLE Service code 30 · EIN 36-6486542 | Employee (plan) | $148,868 |
THE SEGAL COMPANY1 year Filed as: SEGAL CONSULTING Service code 11 · EIN 13-1975125 | Actuarial | $95,000 |
Filed as: STRATEGIC CAPITAL Service code 27 · EIN 36-4268991 | Advisory (Plan) | $84,500 |
YOLANDA MONTGOMERY1 year Filed as: YOLANDA PAWLASZEK Service code 30 · EIN 36-6486542 | Employee (plan) | $79,005 |
BANSLEY AND KIENER, LLP3+ years Filed as: BANSLEY AND KIENER, L.L.P. Service code 10 · EIN 36-2152389 | Accounting | $76,984 |
CRISTINA ESPINOZA2 years Service code 30 · EIN 36-6486542 | Employee (plan) | $71,654 |
BASYS1 year Filed as: BASYS, INC. Service code 15 · EIN 52-1796478 | Recordkeeping | $64,836 |
LAURA CABALLERO1 year Filed as: LAURA HYNES Service code 30 · EIN 36-6486542 | Employee (plan) | $62,753 |
BOZENNA URBANSKA1 year Service code 30 · EIN 36-6486542 | Employee (plan) | $62,099 |
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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 | $0 | $157,995-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 41.3%-41.3pp | 0.0%0pp |
| Annual return | 7.25% | 73.13%-65.9pp | 83.75%-76.5pp | 73.13%-65.9pp |
| Employer contribution / active EE | $2,599 | $8,421-69.1% | $41,592-93.8% | $8,421-69.1% |
| Participant deferral / active EE | $0 | $293-100.0% | $77-100.0% | $293-100.0% |
| Admin fee / account holder | $0 | $0 | $678-100.0% | - |