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| Provider | Service type | Compensation |
|---|---|---|
NATIONAL INVESTMENT SERVICES6 years Filed as: NATIONAL INVESTMENT SERVICES, INC. Service code 28 · EIN 84-3937993 | Investment Management | $166,586 |
Service code 27 · EIN 36-4268991 | Advisory (Plan) | $152,708 |
FRANKLIN TEMPLETON2 years Filed as: CLARION PARTNERS, LLC Service code 28 230 PARK AVENUE · NEW YORK, NY 10169 | Investment Management | $134,319 |
ASHER, GITTLER & D'ALBA, LTD.9+ years Filed as: ASHER, GITTLER & D'ALBA Service code 29 · EIN 36-2786883 | Legal | $109,342 |
DOUG JOHNSTON9+ years Service code 20 · EIN 36-6489098 | Employee (plan); Trustee (individual) | $107,916 |
Filed as: WASHINGTON CAPITAL MANAGEMENT, INC Service code 28 1200 SIXTH AVENUE, STE 700 · SEATTLE, WA 98101 | Investment Management | $107,030 |
NICK THOMPSON1 year Filed as: NICK MARINOPOULOS Service code 30 · EIN 36-6489098 | Employee (plan) | $106,660 |
THE SEGAL COMPANY4 years Service code 11 · EIN 13-1975125 | Actuarial | $105,401 |
MELODY NEYLAND9+ years Service code 30 · EIN 36-6489098 | Employee (plan) | $83,341 |
LEGACY PROFESSIONALS LLP9+ years Service code 10 · EIN 32-0043599 | Accounting | $72,686 |
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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 | $201,416-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 32.7%-32.7pp | 0.0%0pp |
| Annual return | 13.68% | 10.33%+3.3pp | 8.10%+5.6pp | 9.30%+4.4pp |
| Employer contribution / active EE | $19,293 | $14,972+28.9% | $28,649-32.7% | $12,551+53.7% |
| Participant deferral / active EE | $0 | $252-100.0% | $10-100.0% | $2,867-100.0% |
| Admin fee / account holder | $0 | $0 | $60,136-100.0% | - |