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| Provider | Service type | Compensation |
|---|---|---|
NATIONAL INVESTMENT SERVICES2+ years Service code 51 · EIN 80-0169636 | Investment Mgmt Fees | $138,517 |
THE SEGAL COMPANY1 year Filed as: SEGAL COMPANY Service code 11 · EIN 13-1975125 | Actuarial | $40,131 |
Filed as: STRATEGIC CAPITAL INVESTMENT ADVSRS Service code 17 · EIN 36-4268991 | Pension Consulting | $40,000 |
NORTHERN TRUST COMPANY2+ years Filed as: NORTHERN TRUST Service code 19 · EIN 36-6052182 | Securities Custodian | $35,031 |
ASB CAPITAL MANAGEMENT1 year Filed as: ASB ALLEGIANCE Service code 51 · EIN 52-6257033 | Investment Mgmt Fees | $34,284 |
BANSLEY AND KIENER, LLP2+ years Service code 10 · EIN 36-2152389 | Accounting | $33,923 |
Service code 27 · EIN 13-3200244 | Advisory (Plan) | $32,523 |
INDEPENDENT FINANCIAL PARTNERS2+ years Filed as: SIERRA INVESTMENT PARTNERS Service code 51 · EIN 68-0370668 | Investment Mgmt Fees | $31,068 |
ASSOCIATED THIRD PARTY ADMIN.2+ years Filed as: ASSOCIATED THIRD PARTY Service code 15 · EIN 94-3187938 | Recordkeeping | $16,896 |
WILLIG, WILLIAMS & DAVIDSON2+ years Service code 29 · EIN 23-2416488 | Legal | $11,851 |
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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 | $76,391-100.0% | $411,917-100.0% | $44,091-100.0% |
| Participation rate | 0.0% | 3.4%-3.4pp | 16.2%-16.2pp | 4.5%-4.5pp |
| Annual return | 7.68% | 12.23%-4.6pp | 10.36%-2.7pp | 13.95%-6.3pp |
| Employer contribution / active EE | $8,391 | $18,059-53.5% | $37,738-77.8% | $16,598-49.4% |
| Participant deferral / active EE | $0 | $317-100.0% | $137-100.0% | $511-100.0% |
| Admin fee / account holder | $0 | $2-100.0% | $15,661-100.0% | $612-100.0% |