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| Provider | Service type | Compensation |
|---|---|---|
BENESYS, INC.9+ years Filed as: BENESYS INC Service code 13 · EIN 38-3507129 | Contract Administrator | $235,016 |
FRANKLIN TEMPLETON2 years Filed as: CLARION LION INDUSTRIAL TRUST Service code 28 · EIN 65-1162344 | Investment Management | $177,604 |
NATIONAL INVESTMENT SERVICES9+ years Service code 28 · EIN 84-3937993 | Investment Management | $169,608 |
Filed as: STRATEGIC CAPITAL INVESTMENT ADV. Service code 27 · EIN 36-4268991 | Advisory (Plan) | $117,468 |
Filed as: WASHINGTON CAPITAL MANAGEMENT Service code 28 1200 SIXTH AVENUE, SUITE 700 · SEATTLE, WA 98101 | Investment Management | $106,047 |
FRANKLIN TEMPLETON3 years Filed as: CLARION LION PROPERTIES FUND Service code 28 · EIN 13-4087331 | Investment Management | $96,777 |
PNC BANK, N.A.8 years Filed as: PNC BANK, NATIONAL ASSOCIATION Service code 21 · EIN 22-1146430 | Bank Trustee | $89,175 |
THE SEGAL COMPANY9+ years Service code 11 · EIN 13-1975125 | Actuarial | $80,145 |
LEGACY PROFESSIONALS LLP9+ years Service code 10 · EIN 32-0043599 | Accounting | $80,125 |
Filed as: PRINCIPAL GLOBAL INVESTORS Service code 28 711 HIGH STREET · DES MOINES, IA 50392 | Investment Management | $61,104 |
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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 | 11.85% | 10.33%+1.5pp | 8.10%+3.8pp | 9.30%+2.6pp |
| Employer contribution / active EE | $17,635 | $14,972+17.8% | $28,649-38.4% | $12,551+40.5% |
| Participant deferral / active EE | $0 | $252-100.0% | $10-100.0% | $2,867-100.0% |
| Admin fee / account holder | $0 | $0 | $60,136-100.0% | - |