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| Provider | Service type | Compensation |
|---|---|---|
NATIONAL INVESTMENT SERVICES4 years Filed as: NATIONAL INVESTMENT SERVICES, INC. Service code 28 · EIN 84-3937993 | Investment Management | $393,124 |
M. PIZARRO1 year Filed as: M PIZARRO Service code 30 · EIN 36-6486542 | Employee (plan) | $130,576 |
Y. PAWLASZEK2 years Filed as: Y PAWLASZEK Service code 30 · EIN 36-6486542 | Employee (plan) | $118,717 |
THE SEGAL COMPANY1 year Filed as: SEGAL Service code 11 · EIN 13-1975125 | Actuarial | $102,086 |
Filed as: STRATEGIC CAPITAL Service code 27 · EIN 36-4268991 | Advisory (Plan) | $92,750 |
BANSLEY AND KIENER, LLP1 year Service code 10 · EIN 36-2152389 | Accounting | $90,296 |
BASYS4 years Filed as: BASYS, INC. Service code 49 · EIN 52-1796473 | Other Services | $82,468 |
C. ESPINOZA-HARO1 year Filed as: C ESPINOZA-HARO Service code 30 · EIN 36-6486542 | Employee (plan) | $80,380 |
L. HYNES2 years Filed as: L HYNES Service code 30 · EIN 36-6486542 | Employee (plan) | $78,646 |
F TAVALIN2 years Service code 30 · EIN 36-6486542 | Employee (plan) | $78,124 |
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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 | $202,277-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 30.0%-30.0pp | 0.0%0pp |
| Annual return | 17.95% | 19.39%-1.4pp | 8.88%+9.1pp | 19.39%-1.4pp |
| Employer contribution / active EE | $2,714 | $8,446-67.9% | $42,607-93.6% | $8,446-67.9% |
| Participant deferral / active EE | $0 | $353-100.0% | $94-100.0% | $353-100.0% |
| Admin fee / account holder | $0 | $0 | $2,086-100.0% | - |