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| Provider | Service type | Compensation |
|---|---|---|
NATIONAL INVESTMENT SERVICES6+ years Service code 28 · EIN 84-3937993 | Investment Management | $261,781 |
BENESYS, INC.6+ years Filed as: BENESYS INC Service code 13 · EIN 38-2383171 | Contract Administrator | $208,374 |
Filed as: STRATEGIC CAPITAL INVESTMENT ADV. Service code 16 · EIN 36-4268991 | Consulting | $105,701 |
THE SEGAL COMPANY6+ years Service code 11 · EIN 13-1975125 | Actuarial | $80,230 |
PNC BANK, N.A.5 years Filed as: PNC BANK, NATIONAL ASSOCIATION Service code 21 · EIN 22-1146430 | Bank Trustee | $76,684 |
Filed as: WASHINGTON CAPITAL MANAGEMENT Service code 28 1200 SIXTH AVENUE, SUITE 700 · SEATTLE, WA 98101 | Investment Management | $66,516 |
JOHNSON & KROL, LLC6+ years Filed as: JOHNSON AND KROL Service code 29 · EIN 36-4342024 | Legal | $58,819 |
LEGACY PROFESSIONALS LLP6+ years Service code 10 · EIN 32-0043599 | Accounting | $56,695 |
AMERICAN REALTY ADVISORS6+ years Filed as: AMERICAN GRAPHIC PRINTING CO. Service code 36 34895 GROESBECK HWY · TOWNSHIP OF CLINTON, MI 48035 | Direct payment from the plan; Copying... | $9,723 |
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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 | $444,552-100.0% | $201,582-100.0% | $444,552-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 23.6%-23.6pp | 3.7%-3.7pp |
| Annual return | 21.58% | 19.37%+2.2pp | 11.08%+10.5pp | 15.63%+6.0pp |
| Employer contribution / active EE | $21,482 | $13,107+63.9% | $28,418-24.4% | $11,476+87.2% |
| Participant deferral / active EE | $0 | $2-100.0% | $86-100.0% | $1,127-100.0% |
| Admin fee / account holder | $0 | $429-100.0% | $6,559-100.0% | $429-100.0% |