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| Provider | Service type | Compensation |
|---|---|---|
NATIONAL INVESTMENT SERVICES1+ years Service code 51 · EIN 80-0169636 | Investment Mgmt Fees | $193,908 |
THE SEGAL COMPANY1+ years Filed as: SEGAL CO. Service code 11 · EIN 13-1975125 | Actuarial | $44,264 |
Filed as: STRATEGIC CAPITAL INVESTMENT ADVSR Service code 17 · EIN 36-4268991 | Pension Consulting | $40,000 |
Service code 27 · EIN 13-3200244 | Advisory (Plan) | $39,502 |
ASB CAPITAL MANAGEMENT1+ years Filed as: ASB CAPITAL MANAGEMENT LLC Service code 51 · EIN 80-0618452 | Investment Mgmt Fees | $37,666 |
ASSOCIATED THIRD PARTY ADMIN.1+ years Filed as: ASSOCIATED THIRD PARTY Service code 15 · EIN 94-3187938 | Recordkeeping | $37,490 |
NORTHERN TRUST COMPANY1+ years Filed as: NORTHERN TRUST Service code 19 · EIN 36-6052182 | Securities Custodian | $33,695 |
INDEPENDENT FINANCIAL PARTNERS1+ years Filed as: SIERRA INVESTMENT PARTNERS Service code 51 · EIN 68-0370668 | Investment Mgmt Fees | $33,175 |
BANSLEY AND KIENER, LLP1+ years Service code 10 · EIN 36-2152389 | Accounting | $30,433 |
Filed as: JACOBS, BURNS ET AL Service code 29 · EIN 36-2425981 | Legal | $20,393 |
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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 | $49,677-100.0% | $374,107-100.0% | $49,677-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 22.0%-22.0pp | 3.6%-3.6pp |
| Annual return | 0.84% | 5.80%-5.0pp | 4.74%-3.9pp | 11.88%-11.0pp |
| Employer contribution / active EE | $9,722 | $15,506-37.3% | $36,089-73.1% | $14,612-33.5% |
| Participant deferral / active EE | $0 | $206-100.0% | $59-100.0% | $518-100.0% |
| Admin fee / account holder | $0 | $637-100.0% | $10,677-100.0% | $637-100.0% |