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| Provider | Service type | Compensation |
|---|---|---|
BENESYS, INC.8+ years Filed as: BENESYS INC Service code 13 · EIN 38-3507129 | Contract Administrator | $223,703 |
FRANKLIN TEMPLETON1 year Filed as: CLARION LION INDUSTRIAL TRUST Service code 28 · EIN 65-1162344 | Investment Management | $210,449 |
NATIONAL INVESTMENT SERVICES8+ years Service code 28 · EIN 84-3937993 | Investment Management | $144,221 |
Filed as: STRATEGIC CAPITAL INVESTMENT ADV. Service code 16 · EIN 36-4268991 | Consulting | $127,319 |
FRANKLIN TEMPLETON2 years Filed as: CLARION LION PROPERTIES FUND Service code 28 · EIN 13-4087331 | Investment Management | $123,649 |
Filed as: WASHINGTON CAPITAL MANAGEMENT Service code 28 1200 SIXTH AVENUE, SUITE 700 · SEATTLE, WA 98101 | Investment Management | $100,495 |
THE SEGAL COMPANY8+ years Service code 11 · EIN 13-1975125 | Actuarial | $93,883 |
PNC BANK, N.A.7 years Filed as: PNC BANK, NATIONAL ASSOCIATION Service code 21 · EIN 22-1146430 | Bank Trustee | $77,679 |
Filed as: PRINCIPAL GLOBAL INVESTORS Service code 28 711 HIGH STREET · DES MOINES, IA 50392 | Investment Management | $70,555 |
LEGACY PROFESSIONALS LLP8+ years Service code 10 · EIN 32-0043599 | Accounting | $65,967 |
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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 | $13,363-100.0% | $473,625-100.0% | $13,363-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 37.3%-37.3pp | 2.2%-2.2pp |
| Annual return | 4.18% | 7.95%-3.8pp | 20.18%-16.0pp | 9.11%-4.9pp |
| Employer contribution / active EE | $25,193 | $14,684+71.6% | $29,108-13.5% | $12,231+106.0% |
| Participant deferral / active EE | $0 | $520-100.0% | $6-100.0% | $1,272-100.0% |
| Admin fee / account holder | $0 | $125-100.0% | $2,262-100.0% | $125-100.0% |