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 SERVICES2+ years Filed as: NATIONAL INVESTMENT SERVICES, INC. Service code 28 · EIN 80-0169636 | Investment Management | $735,774 |
ASB CAPITAL MANAGEMENT2+ years Filed as: ASB CAPITAL MANAGEMENT, LLC Service code 28 · EIN 80-0618452 | Investment Management | $554,580 |
Filed as: TCW METWEST Service code 28 865 SOUTH FIGUEROA STREET · LOS ANGELES, CA 90017 | Investment Management | $451,100 |
Filed as: STRATEGIC CAPITAL INVESTMENT ADV. Service code 27 · EIN 36-4268991 | Advisory (Plan) | $149,000 |
JOHNSON & KROL, LLC2+ years Service code 29 · EIN 36-4342024 | Legal | $143,045 |
MICHAEL MALONEY2+ years Service code 20 · EIN 62-6105084 | Trustee (individual); Employee (plan) | $141,665 |
NICHOLE LINHARDT2+ years Service code 30 · EIN 62-6105084 | Employee (plan) | $104,158 |
GREAT LAKES ADVISORS, LLC2+ years Service code 28 · EIN 80-0292839 | Investment Management | $102,411 |
THE SEGAL COMPANY2+ years Service code 11 · EIN 13-1975125 | Actuarial | $98,963 |
JOSEPH W. MCCARTHY & ASSOCIATES2+ years Filed as: JOSEPH BARRETT Service code 30 · EIN 62-6105084 | Employee (plan) | $98,120 |
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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 | $57,821-100.0% | $209,859-100.0% | $57,821-100.0% |
| Participation rate | 0.0% | 5.5%-5.5pp | 42.7%-42.7pp | 5.5%-5.5pp |
| Annual return | 8.10% | 5.86%+2.2pp | 4.16%+3.9pp | 5.86%+2.2pp |
| Employer contribution / active EE | $15,014 | $10,137+48.1% | $29,966-49.9% | $10,137+48.1% |
| Participant deferral / active EE | $0 | $492-100.0% | $145-100.0% | $492-100.0% |
| Admin fee / account holder | $0 | $387-100.0% | $13,952-100.0% | $387-100.0% |