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| Provider | Service type | Compensation |
|---|---|---|
NATIONAL INVESTMENT SERVICES3 years Filed as: NATIONAL INVESTMENT SERVICES, INC. Service code 51 · EIN 84-3937993 | Investment Mgmt Fees | $340,523 |
J MCARDLE1 year Service code 30 · EIN 36-6486542 | Employee (plan) | $157,382 |
Y. PAWLASZEK1 year Filed as: Y PAWLASZEK Service code 30 · EIN 36-6486542 | Employee (plan) | $104,011 |
THE SEGAL COMPANY3 years Filed as: SEGAL CONSULTING Service code 11 · EIN 13-1975125 | Actuarial | $95,000 |
BANSLEY AND KIENER, LLP5+ years Filed as: BANSLEY AND KIENER, L.L.P. Service code 10 · EIN 36-2152389 | Accounting | $91,005 |
Filed as: STRATEGIC CAPITAL Service code 27 · EIN 36-4268991 | Advisory (Plan) | $89,750 |
BASYS3 years Filed as: BASYS, INC. Service code 49 · EIN 52-1796478 | Other Services | $80,351 |
C. ESPINOZA-HARO1 year Filed as: C ESPINOZA Service code 30 · EIN 36-6486542 | Employee (plan) | $73,850 |
F TAVALIN1 year Service code 30 · EIN 36-6486542 | Employee (plan) | $69,699 |
L. HYNES1 year Filed as: L HYNES Service code 30 · EIN 36-6486542 | Employee (plan) | $67,524 |
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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 | $229,060-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 27.3%-27.3pp | 0.0%0pp |
| Annual return | 9.69% | 5230.06%-5220.4pp | 7.48%+2.2pp | 5230.06%-5220.4pp |
| Employer contribution / active EE | $2,649 | $10,491-74.8% | $39,603-93.3% | $10,491-74.8% |
| Participant deferral / active EE | $0 | $460-100.0% | $172-100.0% | $460-100.0% |
| Admin fee / account holder | $0 | $0 | $1,197-100.0% | - |