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| Provider | Service type | Compensation |
|---|---|---|
NATIONAL INVESTMENT SERVICES2 years Filed as: NATIONAL INVESTMENT SERVICES, INC. Service code 28 · EIN 84-3937993 | Investment Management | $191,979 |
Service code 27 · EIN 36-4268991 | Advisory (Plan) | $162,500 |
DOUG JOHNSTON5+ years Service code 20 · EIN 36-6489098 | Trustee (individual); Employee (plan) | $93,450 |
MILAN DIKLICH5+ years Service code 14 · EIN 36-6489098 | Plan Administrator | $92,595 |
WILLIAM BLAIR5+ years Filed as: WILLIAM MCINTYRE Service code 30 · EIN 36-6489098 | Employee (plan) | $81,909 |
LEGACY PROFESSIONALS LLP5+ years Service code 10 · EIN 32-0043599 | Accounting | $70,565 |
MELODY NEYLAND5+ years Service code 30 · EIN 36-6489098 | Employee (plan) | $57,329 |
THE SEGAL COMPANY4 years Filed as: SEGAL CONSULTING Service code 11 · EIN 13-1975125 | Actuarial | $57,000 |
OGLETREE DEAKINS5+ years Filed as: OGLETREE, DEAKINS, NASH, SMOAK Service code 29 · EIN 57-1044820 | Legal | $48,755 |
MELISSA W. COOK & ASSOCIATES3 years Filed as: MELISSA FURTYO Service code 30 · EIN 36-6489098 | Employee (plan) | $43,338 |
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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 | $162,072-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 33.1%-33.1pp | 0.0%0pp |
| Annual return | 7.09% | 6.82%+0.3pp | 8.01%-0.9pp | 12.86%-5.8pp |
| Employer contribution / active EE | $15,970 | $12,695+25.8% | $29,476-45.8% | $13,687+16.7% |
| Participant deferral / active EE | $0 | $0 | $735-100.0% | $833-100.0% |
| Admin fee / account holder | $0 | $0 | $630-100.0% | - |