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 SERVICES4+ years Filed as: NATIONAL INVESTMENT SERVICES, INC. Service code 28 · EIN 80-0169636 | Investment Management | $717,534 |
MICHAEL MALONEY4+ years Service code 20 · EIN 62-6105084 | Trustee (individual); Employee (plan) | $190,628 |
Filed as: STRATEGIC CAPITAL INVESTMENT ADV. Service code 27 · EIN 36-4268991 | Advisory (Plan) | $154,500 |
JOHNSON & KROL, LLC4+ years Service code 29 · EIN 36-4342024 | Legal | $133,295 |
BASYS3 years Filed as: BASYS, INC Service code 16 · EIN 52-1796473 | Consulting | $131,086 |
NORTHERN TRUST COMPANY4+ years Filed as: NORTHERN TRUST CORPORATION Service code 28 · EIN 36-2723087 | Investment Management | $123,233 |
NICHOLE LINHARDT4+ years Service code 30 · EIN 62-6105084 | Employee (plan) | $111,996 |
ROSA MARIA TONEATTO2 years Filed as: ROSA AGUIRRE Service code 30 · EIN 62-6105084 | Employee (plan) | $104,692 |
THE SEGAL COMPANY4+ years Service code 11 · EIN 13-1975125 | Actuarial | $100,666 |
Filed as: TCW METWEST Service code 28 865 SOUTH FIGUEROA STREET · LOS ANGELES, CA 90017 | Investment Management | $97,788 |
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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 | $245,396-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 43.0%-43.0pp | 0.0%0pp |
| Annual return | -4.48% | 73.13%-77.6pp | -752.26%+747.8pp | 73.13%-77.6pp |
| Employer contribution / active EE | $15,925 | $8,421+89.1% | $31,802-49.9% | $8,421+89.1% |
| Participant deferral / active EE | $0 | $293-100.0% | $47-100.0% | $293-100.0% |
| Admin fee / account holder | $0 | $0 | $1,223-100.0% | - |