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| Provider | Service type | Compensation |
|---|---|---|
NATIONAL INVESTMENT SERVICES2+ years Filed as: NATIONAL INVESTMENT SERVICES, INC. Service code 19 · EIN 80-0169636 | Securities Custodian | $131,460 |
ASB CAPITAL MANAGEMENT2+ years Filed as: ASB CAPITAL MANAGEMENT LLC Service code 19 · EIN 80-0618452 | Securities Custodian | $74,097 |
Filed as: STRATEGIC CAPITAL INV. ADVISORS INC Service code 27 · EIN 36-4268991 | Advisory (Plan) | $40,250 |
BENEFITS MANAGEMENT GROUP, INC.2+ years Service code 14 · EIN 20-0188125 | Plan Administrator | $39,911 |
O'SULLIVAN ASSOCIATES1 year Filed as: O'SULLIVAN & ASSOCIATES Service code 11 · EIN 20-8199367 | Actuarial | $33,400 |
LEGACY PROFESSIONALS LLP2+ years Service code 10 · EIN 32-0043599 | Accounting | $30,802 |
JOHNSON & KROL, LLC2+ years Filed as: JOHNSON & KROL LLC Service code 29 · EIN 36-4342024 | Legal | $20,371 |
AMALGAMATED BANK2+ years Filed as: AMALGAMATED BANK OF CHICAGO Service code 19 · EIN 36-0721895 | Securities Custodian | $12,869 |
US BANK2+ years Filed as: U.S. BANK NATIONAL ASSOCIATION Service code 19 · EIN 31-0841368 | Securities Custodian | $877 |
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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 | $90,272-100.0% | $184,886-100.0% | $1,723,788-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 47.1%-47.1pp | 1.9%-1.9pp |
| Annual return | 10.49% | 11.78%-1.3pp | 8.32%+2.2pp | 23.90%-13.4pp |
| Employer contribution / active EE | $24,216 | $11,309+114.1% | $30,793-21.4% | $16,539+46.4% |
| Participant deferral / active EE | $0 | $0 | $90-100.0% | $350-100.0% |
| Admin fee / account holder | $0 | $337-100.0% | $2,802-100.0% | $18,975-100.0% |