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| Provider | Service type | Compensation |
|---|---|---|
NATIONAL INVESTMENT SERVICES2 years Filed as: NATIONAL INVESTMENT SERVICES, INC. Service code 51 · EIN 80-0169636 | Investment Mgmt Fees | $351,038 |
JAMES A. REICHERT2 years Filed as: JAMES MCARDLE Service code 30 · EIN 36-6486542 | Employee (plan) | $156,066 |
BANSLEY AND KIENER, LLP4+ years Filed as: BANSLEY AND KIENER, L.L.P. Service code 10 · EIN 36-2152389 | Accounting | $100,016 |
THE SEGAL COMPANY2 years 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) | $86,750 |
YOLANDA MONTGOMERY2 years Filed as: YOLANDA PAWLASZEK Service code 30 · EIN 36-6486542 | Employee (plan) | $86,399 |
BASYS2 years Filed as: BASYS, INC. Service code 15 · EIN 52-1796478 | Recordkeeping | $80,629 |
CRISTINA ESPINOZA3 years Service code 30 · EIN 36-6486542 | Employee (plan) | $70,584 |
LAURA CABALLERO2 years Filed as: LAURA HYNES Service code 30 · EIN 36-6486542 | Employee (plan) | $66,165 |
CATHERINE LAURIO2 years Filed as: CATHERINE O'BRIEN Service code 30 · EIN 36-6486542 | Employee (plan) | $61,576 |
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Employer contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return 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 | $192,455-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 27.6%-27.6pp | 0.0%0pp |
| Annual return | 3.88% | 1023.85%-1020.0pp | 50.81%-46.9pp | 1023.85%-1020.0pp |
| Employer contribution / active EE | $2,689 | $11,605-76.8% | $42,739-93.7% | $11,605-76.8% |
| Participant deferral / active EE | $0 | $275-100.0% | $90-100.0% | $275-100.0% |
| Admin fee / account holder | $0 | $0 | $2,268-100.0% | - |