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| Provider | Service type | Compensation |
|---|---|---|
NATIONAL INVESTMENT SERVICES9 years Service code 28 · EIN 84-3937993 | Investment Management | $327,740 |
AARON ANDERSON10+ years Service code 30 · EIN 36-6491120 | Employee (plan); Direct payment from ... | $321,029 |
JOHN HANCOCK LIFE INSURANCE COMPANY10+ years Filed as: JOHN R. BUTLER Service code 30 · EIN 36-6491120 | Employee (plan); Direct payment from ... | $221,558 |
Service code 10 · EIN 30-0510353 | Accounting | $159,570 |
AIMEE C CISNEROS6 years Service code 30 · EIN 36-6491120 | Direct payment from the plan; Employe... | $144,756 |
PDC NO. 301 year Service code 49 · EIN 36-1861338 | Other Services | $140,757 |
Filed as: WASHINGTON CAPITAL MGMT, INC. Service code 28 · EIN 91-1042342 | Investment Management | $127,427 |
Filed as: BRIDGEWAY BENEFIT TECHNOLOGIES,LLC Service code 16 · EIN 52-1796473 | Consulting | $127,270 |
FRANKLIN TEMPLETON4 years Filed as: CLARION LION PROPERTIES FUND, LP Service code 28 · EIN 13-4087331 | Investment Management | $115,028 |
MARVELLA FRANCO10+ years Service code 30 · EIN 36-6491120 | Direct payment from the plan; Employe... | $114,790 |
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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 | $0 | $82,130-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 12.5%-12.5pp | 0.0%0pp |
| Annual return | 5.85% | 8.62%-2.8pp | 8.99%-3.1pp | 10.52%-4.7pp |
| Employer contribution / active EE | $11,491 | $14,400-20.2% | $25,171-54.3% | $15,140-24.1% |
| Participant deferral / active EE | $0 | $2,028-100.0% | $1-100.0% | $2,028-100.0% |
| Admin fee / account holder | $0 | $0 | $1,134-100.0% | - |