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| Provider | Service type | Compensation |
|---|---|---|
NATIONAL INVESTMENT SERVICES5+ years Service code 51 · EIN 80-0169636 | Investment Mgmt Fees | $129,942 |
Service code 27 · EIN 13-3200244 | Advisory (Plan) | $39,683 |
Filed as: STRATEGIC CAPITAL INVESTMENT ADVSRS Service code 17 · EIN 36-4268991 | Pension Consulting | $29,926 |
NORTHERN TRUST COMPANY5+ years Filed as: NORTHERN TRUST Service code 19 · EIN 36-6052182 | Securities Custodian | $28,282 |
BANSLEY AND KIENER, LLP5+ years Service code 10 · EIN 36-2152389 | Accounting | $27,608 |
THE SEGAL COMPANY4 years Filed as: SEGAL COMPANY Service code 11 · EIN 13-1975125 | Actuarial | $25,120 |
WILLIG, WILLIAMS & DAVIDSON5+ years Service code 29 · EIN 23-2416488 | Legal | $22,614 |
INDEPENDENT FINANCIAL PARTNERS5+ years Filed as: SIERRA INVESTMENT PARTNERS Service code 51 · EIN 68-0370668 | Investment Mgmt Fees | $19,137 |
UNIQUE COMPUTING SOLUTIONS5+ years Service code 16 · EIN 36-4127852 | Consulting | $16,025 |
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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 | $409,661-100.0% | $373,805-100.0% | $409,661-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 18.9%-18.9pp | 1.7%-1.7pp |
| Annual return | -0.78% | 10.61%-11.4pp | 9.52%-10.3pp | 627.08%-627.9pp |
| Employer contribution / active EE | $8,980 | $21,392-58.0% | $41,951-78.6% | $18,824-52.3% |
| Participant deferral / active EE | $0 | $61-100.0% | $18-100.0% | $418-100.0% |
| Admin fee / account holder | $0 | $1,923-100.0% | $1,512-100.0% | $1,923-100.0% |