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| Provider | Service type | Compensation |
|---|---|---|
Filed as: STRATEGIC CAPITAL INVESTMENT ADV Service code 28 700 E. BUTTERFIELD ROAD · LOMBARD, IL 60148 | Investment Management | $93,750 |
NATIONAL INVESTMENT SERVICES3 years Service code 28 777 E WISCONSIN AVE 2350 · MILWAUKEE, WI 53202 | Investment Management | $65,183 |
NBPC6+ years Service code 10 · EIN 43-1122456 4600 MADISON AVE. · KANSAS CITY, MO 64112 | Accounting | $55,000 |
COWDEN ASSOCIATES, INC.5 years Service code 11 444 LIBERTY AVE, STE 605 · PITTSBURG, PA 15222 | Actuarial | $43,968 |
DANIELLE WILEY3 years Service code 14 · EIN 44-6010180 | Plan Administrator | $42,809 |
SPENCER FANE LLP6+ years Filed as: SPENCER FANE BRITT BROWNE LLP Service code 29 · EIN 44-0561981 | Legal | $31,439 |
ISSI3 years Service code 70 3000 SOUTH LENOLA ROAD · MAPLE SHADE, NJ 08052 | Consulting Fees | $30,156 |
Filed as: WASHINGTON CAPITAL Service code 28 1200 6TH AVE., SUITE 700 · SEATTLE, WA 98101 | Investment Management | $20,005 |
THE BANK OF NEW YORK MELLON2 years Filed as: BANK OF LABOR Service code 28 756 MINNESOTA AVENUE · KANSAS CITY, KS 66101 | Investment Management | $6,563 |
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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 | $533,469-100.0% | $201,582-100.0% | $1,472,696-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 23.6%-23.6pp | 0.7%-0.7pp |
| Annual return | 24.36% | 24.46%-0.1pp | 11.08%+13.3pp | 13.24%+11.1pp |
| Employer contribution / active EE | $14,501 | $11,981+21.0% | $28,418-49.0% | $14,616-0.8% |
| Participant deferral / active EE | $0 | $0 | $86-100.0% | $830-100.0% |
| Admin fee / account holder | $0 | $5,364-100.0% | $6,559-100.0% | $4,137-100.0% |