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| Provider | Service type | Compensation |
|---|---|---|
NATIONAL INVESTMENT SERVICES7+ years Service code 51 · EIN 84-3937993 | Investment Mgmt Fees | $102,177 |
THE SEGAL COMPANY6 years Filed as: SEGAL COMPANY Service code 11 · EIN 13-1975125 | Actuarial | $50,699 |
Filed as: STRATEGIC CAPITAL INVESTMENT ADVSRS Service code 17 · EIN 36-4268991 | Pension Consulting | $40,000 |
BANSLEY AND KIENER, LLP7+ years Service code 10 · EIN 36-2152389 | Accounting | $26,760 |
NORTHERN TRUST COMPANY7+ years Filed as: NORTHERN TRUST Service code 19 · EIN 36-1561860 | Securities Custodian | $25,026 |
WILLIG, WILLIAMS & DAVIDSON7+ years Service code 29 · EIN 23-2416488 | Legal | $20,469 |
UNIQUE COMPUTING SOLUTIONS7+ years Service code 16 · EIN 36-4127852 | Consulting | $14,829 |
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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 | $107,032-100.0% | - | $107,032-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 0.0%0pp | 9.9%-9.9pp |
| Annual return | 0.95% | 178.88%-177.9pp | 22.50%-21.5pp | -5.25%+6.2pp |
| Employer contribution / active EE | $8,889 | $21,448-58.6% | $33,849-73.7% | $15,161-41.4% |
| Participant deferral / active EE | $0 | $0 | $101-100.0% | $120-100.0% |
| Admin fee / account holder | $0 | $3,859-100.0% | - | $3,859-100.0% |