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| Provider | Service type | Compensation |
|---|---|---|
NATIONAL INVESTMENT SERVICES6 years Service code 28 777 E WISCONSIN AVE 2350 · MILWAUKEE, WI 53202 | Investment Management | $84,879 |
Filed as: STRATEGIC CAPITAL INVESTMENT ADV Service code 28 700 E. BUTTERFIELD ROAD · LOMBARD, IL 60148 | Investment Management | $81,000 |
NBPC9+ years Service code 10 · EIN 43-1122456 4600 MADISON AVE. · KANSAS CITY, MO 64112 | Accounting | $65,000 |
KMR LLP1 year Filed as: KMR Service code 70 6800 JERICHO TPKE, ST 120 · STOSSET, NY 11791 | Consulting Fees | $54,693 |
DANIELLE WILEY6 years Service code 14 · EIN 44-6010180 | Plan Administrator | $52,105 |
ISSI6 years Service code 70 3000 SOUTH LENOLA ROAD · MAPLE SHADE, NJ 08052 | Consulting Fees | $41,672 |
COWDEN ASSOCIATES, INC.8 years Service code 11 444 LIBERTY AVE, STE 605 · PITTSBURG, PA 15222 | Actuarial | $39,859 |
Filed as: WASHINGTON CAPITAL Service code 28 1200 6TH AVE., SUITE 700 · SEATTLE, WA 98101 | Investment Management | $21,475 |
STACY BISHOP2 years Filed as: STACY KUHL Service code 30 · EIN 44-6010180 | Employee (plan) | $18,695 |
Filed as: JENNIFER WILLIS Service code 30 · EIN 44-6010180 | Employee (plan) | $11,167 |
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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 | 13.67% | 11.08%+2.6pp | 8.10%+5.6pp | 8.76%+4.9pp |
| Employer contribution / active EE | $12,277 | $13,910-11.7% | $28,665-57.2% | $16,650-26.3% |
| 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% | - |