Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
NATIONAL INVESTMENT SERVICES8 years Service code 28 · EIN 84-3937993 | Investment Management | $344,576 |
AARON ANDERSON9+ years Service code 30 · EIN 36-6491120 | Employee (plan); Direct payment from ... | $289,941 |
Filed as: JOHN R. BUTLER Service code 30 · EIN 36-6491120 | Direct payment from the plan; Employe... | $220,903 |
Service code 10 · EIN 30-0510353 | Accounting | $164,085 |
Filed as: WASHINGTON CAPITAL MGMT, INC. Service code 28 · EIN 91-1042342 | Investment Management | $145,256 |
FRANKLIN TEMPLETON3 years Filed as: CLARION LION PROPERTIES FUND, LP Service code 28 · EIN 13-4087331 | Investment Management | $130,802 |
AIMEE C CISNEROS5 years Service code 30 · EIN 36-6491120 | Direct payment from the plan; Employe... | $127,838 |
MARVELLA FRANCO9+ years Service code 30 · EIN 36-6491120 | Direct payment from the plan; Employe... | $117,307 |
BRENDA ARRIOLA9+ years Service code 30 · EIN 36-6491120 | Direct payment from the plan; Employe... | $84,178 |
CUNI, RUST & STRENK3 years Service code 11 · EIN 31-1227755 | Actuarial | $82,550 |
Sign up free to preview 1 actuary disclosure
Free accounts unlock saves, downloads, and 3-year history.
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 | 14.70% | 11.08%+3.6pp | 8.10%+6.6pp | 8.76%+5.9pp |
| Employer contribution / active EE | $8,210 | $13,910-41.0% | $28,649-71.3% | $16,664-50.7% |
| Participant deferral / active EE | $0 | $6,458-100.0% | $10-100.0% | $948-100.0% |
| Admin fee / account holder | $0 | $0 | $60,136-100.0% | - |