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| Provider | Service type | Compensation |
|---|---|---|
NATIONAL INVESTMENT SERVICES4 years Filed as: NATIONAL INVESTMENT SERVICES, INC. Service code 28 · EIN 84-3937993 | Investment Management | $224,887 |
Service code 27 · EIN 36-4268991 | Advisory (Plan) | $126,042 |
MILAN DIKLICH7+ years Service code 14 · EIN 36-6489098 | Plan Administrator | $96,064 |
DOUG JOHNSTON7+ years Service code 20 · EIN 36-6489098 | Trustee (individual); Employee (plan) | $89,180 |
DWS FUNDS3 years Filed as: RREEF AMERICA LLC Service code 28 · EIN 58-2364506 | Investment Management | $88,500 |
LEGACY PROFESSIONALS LLP7+ years Service code 10 · EIN 32-0043599 | Accounting | $82,690 |
Filed as: WASHINGTON CAPITAL MANAGEMENT, INC Service code 28 · EIN 91-1163419 | Investment Management | $64,960 |
MELODY NEYLAND7+ years Service code 30 · EIN 36-6489098 | Employee (plan) | $62,146 |
ASHER, GITTLER & D'ALBA, LTD.7+ years Filed as: ASHER, GITTLER & D'ALBA Service code 29 · EIN 36-2786883 | Legal | $58,660 |
THE SEGAL COMPANY2 years Service code 11 · EIN 13-1975125 | Actuarial | $58,500 |
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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 | $2,456,633-100.0% | $164,721-100.0% | $2,456,633-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 21.0%-21.0pp | 1.5%-1.5pp |
| Annual return | -3.13% | -7.95%+4.8pp | -5.85%+2.7pp | 23.41%-26.5pp |
| Employer contribution / active EE | $16,227 | $13,972+16.1% | $31,839-49.0% | $12,650+28.3% |
| Participant deferral / active EE | $0 | $0 | $2-100.0% | $1,474-100.0% |
| Admin fee / account holder | $0 | $14,884-100.0% | $1,000-100.0% | $14,884-100.0% |