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| Provider | Service type | Compensation |
|---|---|---|
NATIONAL INVESTMENT SERVICES9+ years Service code 28 · EIN 84-3937993 | Investment Management | $258,757 |
LEGACY PROFESSIONALS LLP2 years Service code 10 · EIN 32-0043599 | Accounting | $176,662 |
Service code 29 · EIN 36-2786883 | Legal | $174,842 |
THE SEGAL COMPANY3 years Service code 11 · EIN 13-1975125 | Actuarial | $162,091 |
M. PIZARRO3 years Service code 14 · EIN 36-6486542 | Plan Administrator | $158,478 |
Service code 49 · EIN 52-1796473 | Other Services | $155,989 |
Y. PAWLASZEK3 years Service code 30 · EIN 36-6486542 | Employee (plan) | $139,475 |
Service code 28 · EIN 91-1042342 | Investment Management | $138,826 |
STRATEGIC ADVISORS, INC.3 years Filed as: STRATEGIC CAPITAL ADVISORS Service code 27 · EIN 36-4268991 | Advisory (Plan) | $101,750 |
G. BACHLEDA3 years Service code 30 · EIN 36-6486542 | Employee (plan) | $95,156 |
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Employer contribution per participant 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 | $290,873-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 27.8%-27.8pp | 0.0%0pp |
| Annual return | 21.48% | 8.48%+13.0pp | 7.19%+14.3pp | 8.48%+13.0pp |
| Employer contribution / active EE | $2,903 | $9,949-70.8% | $35,958-91.9% | $9,949-70.8% |
| Participant deferral / active EE | $0 | $734-100.0% | $162-100.0% | $734-100.0% |
| Admin fee / account holder | $0 | $0 | $1,724-100.0% | - |