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| Provider | Service type | Compensation |
|---|---|---|
Filed as: NATIONAL EMPLOYEE BENEFITS ADMIN Service code 14 · EIN 65-0498809 | Plan Administrator | $222,600 |
THE SEGAL COMPANY5+ years Service code 11 · EIN 13-1975125 | Actuarial | $209,533 |
REINHART BOERNER VAN DEUREN S.C.5+ years Filed as: REINHART ATTORNEYS AT LAW Service code 29 · EIN 39-1126909 | Legal | $163,538 |
NATIONAL INVESTMENT SERVICES5+ years Filed as: NATIONAL INVESTMENT SERVICES, INC Service code 28 · EIN 84-3937993 | Investment Management | $70,061 |
EARNEST PARTNERS, LLC5+ years Service code 28 · EIN 58-2386669 | Investment Management | $67,087 |
PNC BANK, N.A.5+ years Filed as: PNC BANK Service code 19 · EIN 22-1146430 | Securities Custodian | $58,835 |
ANAYANSI CLAXTON3 years Service code 30 · EIN 61-6054018 | Employee (plan) | $56,359 |
AMY BREWER5+ years Service code 30 · EIN 61-6054018 | Employee (plan) | $50,202 |
BASYS5+ years Filed as: BASYS INC Service code 49 · EIN 52-1796473 | Other Services | $50,174 |
MARQUETTE ASSOCIATES5+ years Service code 16 · EIN 36-3485298 | Consulting | $38,468 |
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Employer contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $0 | $319,634-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 27.6%-27.6pp | 0.0%0pp |
| Annual return | 1.65% | 5230.06%-5228.4pp | 174.94%-173.3pp | 5230.06%-5228.4pp |
| Employer contribution / active EE | $467 | $10,491-95.5% | $38,590-98.8% | $10,491-95.5% |
| Participant deferral / active EE | $0 | $460-100.0% | $8-100.0% | $460-100.0% |
| Admin fee / account holder | $0 | $0 | $3,298-100.0% | - |