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| Provider | Service type | Compensation |
|---|---|---|
NATIONAL INVESTMENT SERVICES6 years Service code 28 · EIN 84-3937993 | Investment Management | $411,860 |
AARON ANDERSON7+ years Service code 30 · EIN 36-6491120 | Employee (plan); Direct payment from ... | $253,785 |
Filed as: JOHN R. BUTLER Service code 30 · EIN 36-6491120 | Direct payment from the plan; Employe... | $197,782 |
FRANKLIN TEMPLETON1 year Filed as: CLARION LION PROPERTIES FUND, LP Service code 28 · EIN 13-4087331 | Investment Management | $185,957 |
Service code 10 · EIN 30-0510353 | Accounting | $155,673 |
GERRY SLOWIAK7+ years Service code 30 · EIN 36-6491120 | Employee (plan); Direct payment from ... | $131,968 |
PNC BANK, N.A.2 years Filed as: PNC BANK, NATIONAL ASSOCIATION Service code 28 · EIN 22-1146430 | Investment Management | $123,923 |
MARVELLA FRANCO7+ years Service code 30 · EIN 36-6491120 | Employee (plan); Direct payment from ... | $102,058 |
CUNI, RUST & STRENK1 year Service code 11 · EIN 31-1227755 | Actuarial | $90,925 |
AIMEE C CISNEROS3 years Service code 30 · EIN 36-6491120 | Direct payment from the plan; Employe... | $86,701 |
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Employer contribution per participant 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 | $164,233-100.0% | $164,721-100.0% | $164,233-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 21.0%-21.0pp | 0.0%0pp |
| Annual return | 6.40% | -8.26%+14.7pp | -5.85%+12.2pp | 2.78%+3.6pp |
| Employer contribution / active EE | $4,476 | $12,543-64.3% | $31,839-85.9% | $15,276-70.7% |
| Participant deferral / active EE | $0 | $0 | $2-100.0% | $691-100.0% |
| Admin fee / account holder | $0 | $1,015-100.0% | $1,000-100.0% | $1,015-100.0% |