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 SERVICES5+ years Filed as: NATIONAL INVESTMENT SERVICES, INC. Service code 28 · EIN 80-0169636 | Investment Management | $845,861 |
MICHAEL MALONEY5+ years Service code 20 · EIN 62-6105084 | Trustee (individual); Employee (plan) | $196,682 |
Filed as: STRATEGIC CAPITAL INVESTMENT ADV. Service code 27 · EIN 36-4268991 | Advisory (Plan) | $157,000 |
BASYS4 years Filed as: BASYS, INC Service code 16 · EIN 52-1796473 | Consulting | $133,497 |
NORTHERN TRUST COMPANY5+ years Filed as: NORTHERN TRUST CORPORATION Service code 28 · EIN 36-2723087 | Investment Management | $127,707 |
NICHOLE LINHARDT5+ years Service code 30 · EIN 62-6105084 | Employee (plan) | $123,771 |
THE SEGAL COMPANY5+ years Service code 11 · EIN 13-1975125 | Actuarial | $116,346 |
JOHNSON & KROL, LLC5+ years Service code 29 · EIN 36-4342024 | Legal | $104,558 |
GAIL MILLS4 years Filed as: GAIL HANSEN Service code 30 · EIN 62-6105084 | Employee (plan) | $102,961 |
LEGACY PROFESSIONALS LLP5+ years Service code 10 · EIN 32-0043599 | Accounting | $63,957 |
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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 | $362,723-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 37.9%-37.9pp | 0.0%0pp |
| Annual return | 19.43% | 10.84%+8.6pp | 10.56%+8.9pp | 1023.85%-1004.4pp |
| Employer contribution / active EE | $15,716 | $14,186+10.8% | $30,199-48.0% | $11,605+35.4% |
| Participant deferral / active EE | $0 | $275-100.0% | $33-100.0% | $275-100.0% |
| Admin fee / account holder | $0 | $0 | $2,168-100.0% | - |