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| Provider | Service type | Compensation |
|---|---|---|
NATIONAL INVESTMENT SERVICES8+ years Service code 28 · EIN 84-3937993 | Investment Management | $241,556 |
M. PIZARRO2 years Service code 14 · EIN 36-6486542 | Plan Administrator | $152,234 |
Service code 49 · EIN 52-1796473 | Other Services | $150,582 |
Y. PAWLASZEK2 years Service code 30 · EIN 36-6486542 | Employee (plan) | $141,201 |
LEGACY PROFESSIONALS LLP1 year Service code 10 · EIN 32-0043599 | Accounting | $135,602 |
Service code 28 · EIN 91-1042342 | Investment Management | $131,761 |
THE SEGAL COMPANY2 years Service code 11 · EIN 13-1975125 | Actuarial | $131,542 |
STRATEGIC ADVISORS, INC.2 years Filed as: STRATEGIC CAPITAL ADVISORS Service code 27 · EIN 36-4268991 | Advisory (Plan) | $98,750 |
L. HYNES2 years Service code 30 · EIN 36-6486542 | Employee (plan) | $94,631 |
Service code 29 · EIN 36-2786883 | Legal | $92,214 |
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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 | $337,745-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 44.1%-44.1pp | 0.0%0pp |
| Annual return | 10.56% | 33.11%-22.6pp | 9.57%+1.0pp | 33.11%-22.6pp |
| Employer contribution / active EE | $2,959 | $9,000-67.1% | $39,814-92.6% | $9,000-67.1% |
| Participant deferral / active EE | $0 | $680-100.0% | $46-100.0% | $680-100.0% |
| Admin fee / account holder | $0 | $0 | $352,588-100.0% | - |