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| Provider | Service type | Compensation |
|---|---|---|
NATIONAL INVESTMENT SERVICES5+ years Service code 28 · EIN 84-3937993 | Investment Management | $225,565 |
BENESYS, INC.5+ years Filed as: BENESYS INC Service code 13 · EIN 38-2383171 | Contract Administrator | $212,715 |
Filed as: STRATEGIC CAPITAL INVESTMENT ADV. Service code 16 · EIN 36-4268991 | Consulting | $113,986 |
LEGACY PROFESSIONALS LLP5+ years Service code 10 · EIN 32-0043599 | Accounting | $84,766 |
THE SEGAL COMPANY5+ years Service code 11 · EIN 13-1975125 | Actuarial | $79,473 |
PNC BANK, N.A.4 years Filed as: PNC BANK, NATIONAL ASSOCIATION Service code 21 · EIN 22-1146430 | Bank Trustee | $60,917 |
JOHNSON & KROL, LLC5+ years Filed as: JOHNSON AND KROL Service code 29 · EIN 36-4342024 | Legal | $54,094 |
Filed as: WASHINGTON CAPITAL MANAGEMENT Service code 28 1200 SIXTH AVENUE, SUITE 700 · SEATTLE, WA 98101 | Investment Management | $41,847 |
AMERICAN REALTY ADVISORS5+ years Filed as: AMERICAN GRAPHIC PRINTING CO. Service code 36 34895 GROESBECK HWY · TOWNSHIP OF CLINTON, MI 48035 | Copying and duplicating; Direct payme... | $5,959 |
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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 | $162,072-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 33.1%-33.1pp | 0.0%0pp |
| Annual return | 7.55% | 6.82%+0.7pp | 8.01%-0.5pp | 12.86%-5.3pp |
| Employer contribution / active EE | $22,150 | $12,695+74.5% | $29,476-24.9% | $13,687+61.8% |
| Participant deferral / active EE | $0 | $0 | $735-100.0% | $833-100.0% |
| Admin fee / account holder | $0 | $0 | $630-100.0% | - |