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| Provider | Service type | Compensation |
|---|---|---|
NATIONAL INVESTMENT SERVICES7 years Service code 28 · EIN 84-3937993 | Investment Management | $310,715 |
AARON ANDERSON8+ years Service code 30 · EIN 36-6491120 | Direct payment from the plan; Employe... | $294,408 |
FRANKLIN TEMPLETON2 years Filed as: CLARION LION PROPERTIES FUND, LP Service code 28 · EIN 13-4087331 | Investment Management | $225,658 |
Filed as: JOHN R. BUTLER Service code 30 · EIN 36-6491120 | Employee (plan); Direct payment from ... | $211,762 |
GERRY SLOWIAK8+ years Service code 30 · EIN 36-6491120 | Direct payment from the plan; Employe... | $175,666 |
Service code 10 · EIN 30-0510353 | Accounting | $140,748 |
MARVELLA FRANCO8+ years Service code 30 · EIN 36-6491120 | Employee (plan); Direct payment from ... | $109,980 |
PNC BANK, N.A.3 years Filed as: PNC BANK, NATIONAL ASSOCIATION Service code 28 · EIN 22-1146430 | Investment Management | $103,294 |
AIMEE C CISNEROS4 years Service code 30 · EIN 36-6491120 | Employee (plan); Direct payment from ... | $90,515 |
BRENDA ARRIOLA8+ years Service code 30 · EIN 36-6491120 | Direct payment from the plan; Employe... | $74,347 |
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Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $4,369,090-100.0% | $473,625-100.0% | $3,299,877-100.0% |
| Participation rate | 0.0% | 4.8%-4.8pp | 37.3%-37.3pp | 2.3%-2.3pp |
| Annual return | -6.32% | 7.15%-13.5pp | 20.18%-26.5pp | 37.77%-44.1pp |
| Employer contribution / active EE | $4,998 | $13,270-62.3% | $29,108-82.8% | $15,798-68.4% |
| Participant deferral / active EE | $0 | $732-100.0% | $6-100.0% | $732-100.0% |
| Admin fee / account holder | $0 | $12,034-100.0% | $2,262-100.0% | $9,287-100.0% |