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| Provider | Service type | Compensation |
|---|---|---|
NATIONAL INVESTMENT SERVICES5 years Filed as: NATIONAL INVESTMENT SERVICES, INC. Service code 28 · EIN 84-3937993 | Investment Management | $299,344 |
M. PIZARRO1 year Service code 14 · EIN 36-6486542 | Plan Administrator | $140,715 |
Y. PAWLASZEK1 year Service code 30 · EIN 36-6486542 | Employee (plan) | $126,844 |
BANSLEY AND KIENER, LLP2 years Service code 10 · EIN 36-2152389 | Accounting | $116,841 |
Service code 49 · EIN 52-1796473 | Other Services | $114,396 |
Service code 28 · EIN 91-1042342 | Investment Management | $109,619 |
THE SEGAL COMPANY1 year Service code 11 · EIN 13-1975125 | Actuarial | $106,111 |
STRATEGIC ADVISORS, INC.1 year Filed as: STRATEGIC CAPITAL ADVISORS Service code 27 · EIN 36-4268991 | Advisory (Plan) | $95,750 |
L. HYNES1 year Service code 30 · EIN 36-6486542 | Employee (plan) | $82,447 |
C. ESPINOZA-HARO1 year Service code 30 · EIN 36-6486542 | Employee (plan) | $81,700 |
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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 | $104,068-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 52.6%-52.6pp | 0.0%0pp |
| Annual return | -14.28% | -14.80%+0.5pp | -10.12%-4.2pp | -14.80%+0.5pp |
| Employer contribution / active EE | $2,854 | $8,996-68.3% | $47,166-93.9% | $8,996-68.3% |
| Participant deferral / active EE | $0 | $455-100.0% | $492-100.0% | $455-100.0% |
| Admin fee / account holder | $0 | $0 | $4,025-100.0% | - |