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| Provider | Service type | Compensation |
|---|---|---|
Service code 14 · EIN 62-1116095 | Plan Administrator | $136,157 |
NATIONAL INVESTMENT SERVICES7 years Service code 19 · EIN 80-0169636 | Securities Custodian | $105,242 |
Filed as: STRATEGIC CAPITAL INVESTMENT Service code 27 · EIN 06-1761045 | Advisory (Plan) | $88,010 |
Filed as: WASHINGTON CAPITAL Service code 28 · EIN 91-1042342 | Investment Management | $53,229 |
LAPADULA CARLSON & CO2 years Filed as: LAPADULA CARLSON & CO. Service code 10 · EIN 65-0292391 | Accounting | $22,609 |
Service code 29 · EIN 62-1371542 | Legal | $14,780 |
EBERTS & HARRISON3 years Filed as: EBERTS & HARRISON INC. Service code 22 1604 RIDGESIDE DR STE 203 · MOUNT AIRY, MD 21771 | Insurance Broker | $10,988 |
Service code 19 · EIN 36-3161078 | Securities Custodian | $10,050 |
UNITED ACTURIAL SERVICES3 years Service code 11 · EIN 35-2156428 | Actuarial | $7,400 |
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Annual investment return is in the bottom quintile of the peer cohort.
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 | $141,811-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 15.2%-15.2pp | 0.0%0pp |
| Annual return | 5.37% | 10.13%-4.8pp | 9.03%-3.7pp | 8.87%-3.5pp |
| Employer contribution / active EE | $11,501 | $15,383-25.2% | $26,284-56.2% | $15,740-26.9% |
| Participant deferral / active EE | $0 | $133-100.0% | $1-100.0% | $753-100.0% |
| Admin fee / account holder | $0 | $0 | $940-100.0% | - |