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| Provider | Service type | Compensation |
|---|---|---|
NATIONAL INVESTMENT SERVICES3 years Filed as: NATIONAL INVESTMENT SERVICES, INC. Service code 28 · EIN 84-3937993 | Investment Management | $212,152 |
Service code 27 · EIN 36-4268991 | Advisory (Plan) | $125,000 |
DOUG JOHNSTON6+ years Service code 20 · EIN 36-6489098 | Trustee (individual); Employee (plan) | $92,792 |
DWS FUNDS2 years Filed as: RREEF AMERICA LLC Service code 28 · EIN 58-2364506 | Investment Management | $89,693 |
MILAN DIKLICH6+ years Service code 30 · EIN 36-6489098 | Employee (plan) | $88,889 |
LEGACY PROFESSIONALS LLP6+ years Service code 10 · EIN 32-0043599 | Accounting | $75,135 |
MELODY NEYLAND6+ years Service code 30 · EIN 36-6489098 | Employee (plan) | $57,658 |
THE SEGAL COMPANY1 year Service code 11 · EIN 13-1975125 | Actuarial | $57,000 |
MELISSA W. COOK & ASSOCIATES4 years Filed as: MELISSA FURTYO Service code 30 · EIN 36-6489098 | Employee (plan) | $44,327 |
DONNA MAGGIOLINO6+ years Filed as: DONNA REYES Service code 30 · EIN 36-6489098 | Employee (plan) | $41,165 |
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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 | $444,552-100.0% | $201,582-100.0% | $444,552-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 23.6%-23.6pp | 3.7%-3.7pp |
| Annual return | 24.31% | 19.37%+4.9pp | 11.08%+13.2pp | 15.63%+8.7pp |
| Employer contribution / active EE | $15,056 | $13,107+14.9% | $28,418-47.0% | $11,476+31.2% |
| Participant deferral / active EE | $0 | $2-100.0% | $86-100.0% | $1,127-100.0% |
| Admin fee / account holder | $0 | $429-100.0% | $6,559-100.0% | $429-100.0% |