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| Provider | Service type | Compensation |
|---|---|---|
NATIONAL INVESTMENT SERVICES4+ years Filed as: NATIONAL INVESTMENT SERVICES, INC. Service code 19 · EIN 80-0169636 | Securities Custodian | $150,707 |
Filed as: STRATEGIC CAPITAL INV. ADVISORS INC Service code 27 · EIN 36-4268991 | Advisory (Plan) | $42,250 |
BENEFITS MANAGEMENT GROUP, INC.4+ years Service code 14 · EIN 20-0188125 | Plan Administrator | $41,098 |
O'SULLIVAN ASSOCIATES3 years Filed as: O'SULLIVAN & ASSOCIATES Service code 11 · EIN 20-8199367 | Actuarial | $35,370 |
LEGACY PROFESSIONALS LLP4+ years Service code 10 · EIN 32-0043599 | Accounting | $35,086 |
JOHNSON & KROL, LLC4+ years Filed as: JOHNSON & KROL LLC Service code 29 · EIN 36-4342024 | Legal | $25,039 |
AMALGAMATED BANK4+ years Filed as: AMALGAMATED BANK OF CHICAGO Service code 19 · EIN 36-0721895 | Securities Custodian | $13,997 |
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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 | $10,224,557-100.0% | $362,723-100.0% | $3,370,408-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 38.2%-38.2pp | 1.2%-1.2pp |
| Annual return | 5.73% | 10.27%-4.5pp | 10.56%-4.8pp | 53.27%-47.5pp |
| Employer contribution / active EE | $22,911 | $12,273+86.7% | $30,197-24.1% | $14,774+55.1% |
| Participant deferral / active EE | $0 | $0 | $33-100.0% | $1,259-100.0% |
| Admin fee / account holder | $0 | $35,729-100.0% | $2,168-100.0% | $13,289-100.0% |