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| Provider | Service type | Compensation |
|---|---|---|
NATIONAL INVESTMENT SERVICES5 years Filed as: NATIONAL INVESTMENT SERVICES, INC. Service code 28 · EIN 84-3937993 | Investment Management | $162,257 |
Service code 27 · EIN 36-4268991 | Advisory (Plan) | $106,875 |
MILAN DIKLICH8+ years Service code 14 · EIN 36-6489098 | Plan Administrator | $100,856 |
Filed as: WASHINGTON CAPITAL MANAGEMENT, INC Service code 28 · EIN 91-1163419 | Investment Management | $98,327 |
DOUG JOHNSTON8+ years Service code 20 · EIN 36-6489098 | Trustee (individual); Employee (plan) | $96,750 |
DWS FUNDS4 years Filed as: RREEF AMERICA LLC Service code 28 · EIN 58-2364506 | Investment Management | $95,152 |
FRANKLIN TEMPLETON1 year Filed as: CLARION PARTNERS, LLC Service code 28 230 PARK AVENUE · NEW YORK, NY 10169 | Investment Management | $76,128 |
LEGACY PROFESSIONALS LLP8+ years Service code 10 · EIN 32-0043599 | Accounting | $74,921 |
MELODY NEYLAND8+ years Service code 30 · EIN 36-6489098 | Employee (plan) | $67,137 |
ASHER, GITTLER & D'ALBA, LTD.8+ years Filed as: ASHER, GITTLER & D'ALBA Service code 29 · EIN 36-2786883 | Legal | $62,419 |
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Annual investment return 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 | $13,363-100.0% | $473,625-100.0% | $13,363-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 37.3%-37.3pp | 2.2%-2.2pp |
| Annual return | -0.81% | 7.95%-8.8pp | 20.18%-21.0pp | 9.11%-9.9pp |
| Employer contribution / active EE | $17,605 | $14,684+19.9% | $29,108-39.5% | $12,231+43.9% |
| Participant deferral / active EE | $0 | $520-100.0% | $6-100.0% | $1,272-100.0% |
| Admin fee / account holder | $0 | $125-100.0% | $2,262-100.0% | $125-100.0% |