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| Provider | Service type | Compensation |
|---|---|---|
NATIONAL INVESTMENT SERVICES3+ years Service code 51 · EIN 80-0169636 | Investment Mgmt Fees | $168,773 |
Filed as: STRATEGIC CAPITAL INVESTMENT ADVSRS Service code 17 · EIN 36-4268991 | Pension Consulting | $40,000 |
Service code 27 · EIN 13-3200244 | Advisory (Plan) | $37,768 |
NORTHERN TRUST COMPANY3+ years Filed as: NORTHERN TRUST Service code 19 · EIN 36-6052182 | Securities Custodian | $33,527 |
THE SEGAL COMPANY2 years Filed as: SEGAL COMPANY Service code 11 · EIN 13-1975125 | Actuarial | $31,133 |
INDEPENDENT FINANCIAL PARTNERS3+ years Filed as: SIERRA INVESTMENT PARTNERS Service code 51 · EIN 68-0370668 | Investment Mgmt Fees | $30,388 |
BANSLEY AND KIENER, LLP3+ years Service code 10 · EIN 36-2152389 | Accounting | $28,905 |
ASB CAPITAL MANAGEMENT2 years Filed as: ASB ALLEGIANCE Service code 51 · EIN 52-6257033 | Investment Mgmt Fees | $23,659 |
WILLIG, WILLIAMS & DAVIDSON3+ years Service code 29 · EIN 23-2416488 | Legal | $20,213 |
UNIQUE COMPUTING SOLUTIONS3+ years Service code 16 · EIN 36-4127852 | Consulting | $11,513 |
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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 | $88,507-100.0% | $379,314-100.0% | $37,197-100.0% |
| Participation rate | 0.0% | 3.1%-3.1pp | 17.4%-17.4pp | 4.7%-4.7pp |
| Annual return | 7.27% | -1.53%+8.8pp | -2.18%+9.5pp | -0.69%+8.0pp |
| Employer contribution / active EE | $8,249 | $14,498-43.1% | $38,751-78.7% | $16,786-50.9% |
| Participant deferral / active EE | $0 | $305-100.0% | $151-100.0% | $525-100.0% |
| Admin fee / account holder | $0 | $264-100.0% | $4,180-100.0% | $124-100.0% |