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 SERVICES3+ years Filed as: NATIONAL INVESTMENT SERVICES, INC. Service code 28 · EIN 80-0169636 | Investment Management | $604,711 |
ASB CAPITAL MANAGEMENT3+ years Filed as: ASB CAPITAL MANAGEMENT, LLC Service code 28 · EIN 80-0618452 | Investment Management | $566,508 |
Filed as: TCW METWEST Service code 28 865 SOUTH FIGUEROA STREET · LOS ANGELES, CA 90017 | Investment Management | $477,747 |
JOHNSON & KROL, LLC3+ years Service code 29 · EIN 36-4342024 | Legal | $205,983 |
MICHAEL MALONEY3+ years Service code 20 · EIN 62-6105084 | Trustee (individual); Employee (plan) | $153,299 |
Filed as: STRATEGIC CAPITAL INVESTMENT ADV. Service code 27 · EIN 36-4268991 | Advisory (Plan) | $152,000 |
THE SEGAL COMPANY3+ years Service code 11 · EIN 13-1975125 | Actuarial | $124,554 |
NORTHERN TRUST COMPANY3+ years Filed as: NORTHERN TRUST CORPORATION Service code 28 · EIN 36-2723087 | Investment Management | $111,090 |
NICHOLE LINHARDT3+ years Service code 30 · EIN 62-6105084 | Employee (plan) | $107,961 |
JOSEPH W. MCCARTHY & ASSOCIATES3+ years Filed as: JOSEPH BARRETT Service code 30 · EIN 62-6105084 | Employee (plan) | $79,246 |
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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 | $184,886-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 47.1%-47.1pp | 0.0%0pp |
| Annual return | 13.91% | 16.32%-2.4pp | 8.32%+5.6pp | 16.32%-2.4pp |
| Employer contribution / active EE | $17,324 | $12,766+35.7% | $30,793-43.7% | $12,766+35.7% |
| Participant deferral / active EE | $0 | $800-100.0% | $90-100.0% | $800-100.0% |
| Admin fee / account holder | $0 | $0 | $2,802-100.0% | - |