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| Provider | Service type | Compensation |
|---|---|---|
NATIONAL INVESTMENT SERVICES1+ years Filed as: NATIONAL INVESTMENT SERVICES, INC. Service code 19 · EIN 80-0169636 | Securities Custodian | $121,183 |
ASB CAPITAL MANAGEMENT1+ years Filed as: ASB CAPITAL MANAGEMENT LLC Service code 19 · EIN 80-0618452 | Securities Custodian | $78,318 |
JOHNSON & KROL, LLC1+ years Filed as: JOHNSON & KROL LLC Service code 29 · EIN 36-4342024 | Legal | $53,158 |
Filed as: STRATEGIC CAPITAL INV. ADVISORS Service code 27 · EIN 36-4268991 | Advisory (Plan) | $39,250 |
BENEFITS MANAGEMENT GROUP, INC.1+ years Service code 14 · EIN 20-0188125 | Plan Administrator | $39,037 |
O'SULLIVAN ASSOCIATES1+ years Filed as: O'SULLIVAN ASSOCIATES INC. Service code 11 · EIN 20-8199367 | Actuarial | $34,400 |
LEGACY PROFESSIONALS LLP1+ years Service code 10 · EIN 32-0043599 | Accounting | $32,905 |
AMALGAMATED BANK1+ years Filed as: AMALGAMATED BANK OF CHICAGO Service code 19 · EIN 36-0721895 | Securities Custodian | $12,987 |
US BANK1+ years Filed as: U.S. BANK NATIONAL ASSOCIATION Service code 19 · EIN 31-0841368 | Securities Custodian | $898 |
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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 | $35,636-100.0% | $209,859-100.0% | $35,636-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 42.7%-42.7pp | 1.8%-1.8pp |
| Annual return | 1.13% | 3.49%-2.4pp | 4.16%-3.0pp | 7.18%-6.1pp |
| Employer contribution / active EE | $23,008 | $11,083+107.6% | $29,966-23.2% | $13,095+75.7% |
| Participant deferral / active EE | $0 | $0 | $145-100.0% | $385-100.0% |
| Admin fee / account holder | $0 | $362-100.0% | $13,952-100.0% | $362-100.0% |