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| Provider | Service type | Compensation |
|---|---|---|
NATIONAL INVESTMENT SERVICES7 years Filed as: NATIONAL INVESTMENT SERVICES, INC. Service code 28 · EIN 84-3937993 | Investment Management | $190,100 |
THE SEGAL COMPANY5 years Service code 11 · EIN 13-1975125 | Actuarial | $161,548 |
Service code 27 · EIN 36-4268991 | Advisory (Plan) | $133,542 |
DOUG JOHNSTON10+ years Service code 20 · EIN 36-6489098 | Employee (plan); Trustee (individual) | $125,824 |
NICK THOMPSON2 years Filed as: NICK MARINOPOULOS Service code 30 · EIN 36-6489098 | Employee (plan) | $125,824 |
Filed as: WASHINGTON CAPITAL MANAGEMENT, INC Service code 28 1200 SIXTH AVENUE, STE 700 · SEATTLE, WA 98101 | Investment Management | $112,250 |
FRANKLIN TEMPLETON3 years Filed as: CLARION PARTNERS, LLC Service code 28 230 PARK AVENUE · NEW YORK, NY 10169 | Investment Management | $109,737 |
MELODY NEYLAND10+ years Service code 14 · EIN 36-6489098 | Plan Administrator | $92,098 |
LEGACY PROFESSIONALS LLP10+ years Service code 10 · EIN 32-0043599 | Accounting | $75,509 |
JANINA CRESPO2 years Service code 30 · EIN 36-6489098 | Employee (plan) | $67,263 |
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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 | $82,130-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 12.5%-12.5pp | 0.0%0pp |
| Annual return | 8.98% | 10.08%-1.1pp | 8.99%0pp | 8.88%+0.1pp |
| Employer contribution / active EE | $20,542 | $15,398+33.4% | $25,171-18.4% | $15,934+28.9% |
| Participant deferral / active EE | $0 | $133-100.0% | $1-100.0% | $753-100.0% |
| Admin fee / account holder | $0 | $0 | $1,134-100.0% | - |