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| Provider | Service type | Compensation |
|---|---|---|
NATIONAL INVESTMENT SERVICES7+ years Service code 28 · EIN 84-3937993 | Investment Management | $244,120 |
BENESYS, INC.7+ years Filed as: BENESYS INC Service code 13 · EIN 38-3507129 | Contract Administrator | $221,902 |
Filed as: STRATEGIC CAPITAL INVESTMENT ADV. Service code 16 · EIN 36-4268991 | Consulting | $117,226 |
Filed as: WASHINGTON CAPITAL MANAGEMENT Service code 28 1200 SIXTH AVENUE, SUITE 700 · SEATTLE, WA 98101 | Investment Management | $86,387 |
PNC BANK, N.A.6 years Filed as: PNC BANK, NATIONAL ASSOCIATION Service code 21 · EIN 22-1146430 | Bank Trustee | $85,980 |
THE SEGAL COMPANY7+ years Service code 11 · EIN 13-1975125 | Actuarial | $74,364 |
LEGACY PROFESSIONALS LLP7+ years Service code 10 · EIN 32-0043599 | Accounting | $55,882 |
JOHNSON & KROL, LLC7+ years Filed as: JOHNSON AND KROL Service code 29 · EIN 36-4342024 | Legal | $50,972 |
FRANKLIN TEMPLETON1 year Filed as: CLARION LION PROPERTIES FUND Service code 28 · EIN 13-4087331 | Investment Management | $48,753 |
AMERICAN REALTY ADVISORS7+ years Filed as: AMERICAN GRAPHIC PRINTING CO. Service code 36 · EIN 38-2090931 | Copying and duplicating; Direct payme... | $7,569 |
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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 | $2,456,633-100.0% | $164,721-100.0% | $2,456,633-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 21.0%-21.0pp | 1.5%-1.5pp |
| Annual return | -5.03% | -7.95%+2.9pp | -5.85%+0.8pp | 23.41%-28.4pp |
| Employer contribution / active EE | $22,971 | $13,972+64.4% | $31,839-27.9% | $12,650+81.6% |
| Participant deferral / active EE | $0 | $0 | $2-100.0% | $1,474-100.0% |
| Admin fee / account holder | $0 | $14,884-100.0% | $1,000-100.0% | $14,884-100.0% |