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| Provider | Service type | Compensation |
|---|---|---|
BENESYS, INC.10+ years Filed as: BENESYS INC Service code 13 · EIN 38-3507129 | Contract Administrator | $249,361 |
NATIONAL INVESTMENT SERVICES10+ years Service code 28 · EIN 84-3937993 | Investment Management | $229,381 |
FRANKLIN TEMPLETON3 years Filed as: CLARION LION INDUSTRIAL TRUST Service code 28 · EIN 65-1162344 | Investment Management | $155,206 |
STRATEGIC CAPITAL INVESTMENT ADVISO10+ years Filed as: STRATEGIC CAPITAL INVESTMENT ADV. Service code 27 · EIN 36-4268991 | Advisory (Plan) | $119,014 |
Filed as: WASHINGTON CAPITAL MANAGEMENT Service code 28 1200 SIXTH AVENUE, SUITE 700 · SEATTLE, WA 98101 | Investment Management | $110,952 |
THE SEGAL COMPANY10+ years Service code 11 · EIN 13-1975125 | Actuarial | $108,273 |
PNC BANK, N.A.9 years Filed as: PNC BANK, NATIONAL ASSOCIATION Service code 21 · EIN 22-1146430 | Bank Trustee | $100,890 |
FRANKLIN TEMPLETON4 years Filed as: CLARION LION PROPERTIES FUND Service code 28 · EIN 13-4087331 | Investment Management | $77,850 |
LEGACY PROFESSIONALS LLP10+ years Service code 10 · EIN 32-0043599 | Accounting | $59,558 |
JOHNSON & KROL, LLC10+ years Filed as: JOHNSON AND KROL Service code 29 · EIN 36-4342024 | Legal | $59,260 |
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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 | $160,039-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 21.3%-21.3pp | 0.0%0pp |
| Annual return | 11.93% | 10.05%+1.9pp | 9.15%+2.8pp | 8.73%+3.2pp |
| Employer contribution / active EE | $17,480 | $14,926+17.1% | $26,409-33.8% | $14,479+20.7% |
| Participant deferral / active EE | $0 | $133-100.0% | $266-100.0% | $665-100.0% |
| Admin fee / account holder | $0 | $0 | $1,701-100.0% | - |