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| Provider | Service type | Compensation |
|---|---|---|
Service code 28 · EIN 84-3937993 | Investment Management | $127,593 |
Filed as: STRATEGIC CAPITAL INV. ADVISORS Service code 27 · EIN 36-4268991 | Advisory (Plan) | $51,250 |
SMART SOURCE LLC1 year Filed as: SMART MARKETS FUND, LP Service code 28 · EIN 45-2872141 | Investment Management | $49,093 |
Filed as: WASHINGTON CAPITAL MANAGEMENT Service code 28 · EIN 91-1042342 | Investment Management | $45,588 |
BENEFITS MANAGEMENT GROUP, INC.9+ years Service code 13 · EIN 20-0188125 | Contract Administrator | $43,176 |
AMERICAN FUNDS1 year Filed as: STOCKBRIDGE NICHE LOGISTICS FD LP Service code 28 · EIN 85-3831272 | Investment Management | $39,071 |
LEGACY PROFESSIONALS LLP9+ years Service code 10 · EIN 32-0043599 | Accounting | $38,803 |
O'SULLIVAN ASSOCIATES3 years Service code 11 · EIN 20-8199367 | Actuarial | $34,450 |
JOHNSON & KROL, LLC9+ years Filed as: JOHNSON & KROL LLC Service code 29 · EIN 36-4342024 | Legal | $33,449 |
AMALGAMATED BANK9+ years Filed as: AMALGAMATED BANK OF CHICAGO Service code 21 · EIN 36-0721895 | Bank Trustee | $18,295 |
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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 | $0 | $201,416-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 32.7%-32.7pp | 0.0%0pp |
| Annual return | 14.69% | 11.08%+3.6pp | 8.10%+6.6pp | 8.76%+5.9pp |
| Employer contribution / active EE | $18,919 | $13,910+36.0% | $28,665-34.0% | $16,650+13.6% |
| Participant deferral / active EE | $0 | $6,458-100.0% | $10-100.0% | $948-100.0% |
| Admin fee / account holder | $0 | $0 | $60,136-100.0% | - |