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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 | $80,000 |
NATIONAL INVESTMENT SERVICES5 years Service code 28 777 E WISCONSIN AVE 2350 · MILWAUKEE, WI 53202 | Investment Management | $59,098 |
NBPC8+ years Service code 10 · EIN 43-1122456 4600 MADISON AVE. · KANSAS CITY, MO 64112 | Accounting | $55,000 |
DANIELLE WILEY5 years Service code 14 · EIN 44-6010180 | Plan Administrator | $47,755 |
SPENCER FANE LLP8+ years Filed as: SPENCER FANE BRITT BROWNE LLP Service code 29 · EIN 44-0561981 | Legal | $46,576 |
COWDEN ASSOCIATES, INC.7 years Service code 11 444 LIBERTY AVE, STE 605 · PITTSBURG, PA 15222 | Actuarial | $32,458 |
STACY BISHOP1 year Filed as: STACY KUHL Service code 30 · EIN 44-6010180 | Employee (plan) | $17,240 |
Filed as: WASHINGTON CAPITAL Service code 28 1200 6TH AVE., SUITE 700 · SEATTLE, WA 98101 | Investment Management | $15,596 |
THE BANK OF NEW YORK MELLON4 years Filed as: BANK OF LABOR Service code 21 756 MINNESOTA AVENUE · KANSAS CITY, KS 66101 | Bank Trustee | $11,638 |
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Annual investment return is in the bottom quintile of the peer cohort.
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 | $4,369,090-100.0% | $473,625-100.0% | $3,299,877-100.0% |
| Participation rate | 0.0% | 4.8%-4.8pp | 37.3%-37.3pp | 2.3%-2.3pp |
| Annual return | -1.13% | 7.15%-8.3pp | 20.18%-21.3pp | 37.74%-38.9pp |
| Employer contribution / active EE | $15,490 | $13,270+16.7% | $29,108-46.8% | $15,788-1.9% |
| Participant deferral / active EE | $0 | $732-100.0% | $6-100.0% | $732-100.0% |
| Admin fee / account holder | $0 | $12,034-100.0% | $2,262-100.0% | $9,287-100.0% |