Filed February 2, 2013 (most recent of 2 filings on file)
This is a legacy paper filing. Plan administrator and contact details are recorded in the original filing, which has not been digitised into structured fields.
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| Provider | Service type | Compensation |
|---|---|---|
NATIONAL INVESTMENT SERVICES1+ years Filed as: NATIONAL INVESTMENT SERVICES, INC. Service code 28 · EIN 80-0169636 | Investment Management | $584,505 |
ASB CAPITAL MANAGEMENT1+ years Filed as: ASB CAPITAL MANAGEMENT, LLC Service code 28 · EIN 80-0618452 | Investment Management | $504,036 |
Filed as: TCW METWEST Service code 28 865 SOUTH FIGUEROA STREET · LOS ANGELES, CA 90017 | Investment Management | $401,254 |
Filed as: STRATEGIC CAPITAL INVESTMENT ADV. Service code 27 · EIN 36-4268991 | Advisory (Plan) | $146,000 |
MICHAEL MALONEY1+ years Service code 30 · EIN 62-6105084 | Employee (plan) | $137,342 |
JOHNSON & KROL, LLC1+ years Service code 29 · EIN 36-4342024 | Legal | $134,176 |
THE SEGAL COMPANY1+ years Service code 11 · EIN 13-1975125 | Actuarial | $106,210 |
GREAT LAKES ADVISORS, LLC1+ years Service code 28 · EIN 80-0292839 | Investment Management | $100,910 |
NICHOLE LINHARDT1+ years Service code 30 · EIN 62-6105084 | Employee (plan) | $99,547 |
JOSEPH W. MCCARTHY & ASSOCIATES1+ years Filed as: JOSEPH BARRETT Service code 30 · EIN 62-6105084 | Employee (plan) | $95,180 |
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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 | $115,244-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 33.3%-33.3pp | 0.0%0pp |
| Annual return | 1.35% | 3.11%-1.8pp | -1.61%+3.0pp | 3.11%-1.8pp |
| Employer contribution / active EE | $16,330 | $9,361+74.4% | $30,840-47.0% | $9,361+74.4% |
| Participant deferral / active EE | $0 | $375-100.0% | $41-100.0% | $375-100.0% |
| Admin fee / account holder | $0 | $0 | $3,433-100.0% | - |