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 SERVICES6+ years Filed as: NATIONAL INVESTMENT SERVICES, INC. Service code 28 · EIN 84-3937993 | Investment Management | $954,574 |
Filed as: WASHINGTON CAPITAL Service code 28 · EIN 91-1042342 | Investment Management | $241,955 |
MICHAEL MALONEY6+ years Service code 20 · EIN 62-6105084 | Trustee (individual); Employee (plan) | $204,188 |
Filed as: STRATEGIC CAPITAL INVESTMENT ADV. Service code 27 · EIN 36-4268991 | Advisory (Plan) | $159,500 |
NORTHERN TRUST COMPANY6+ years Filed as: NORTHERN TRUST CORPORATION Service code 28 · EIN 36-2723087 | Investment Management | $137,424 |
NICHOLE LINHARDT6+ years Service code 30 · EIN 62-6105084 | Employee (plan) | $125,857 |
BASYS5 years Filed as: BASYS, INC Service code 16 · EIN 52-1796473 | Consulting | $124,312 |
GAIL MILLS5 years Filed as: GAIL HANSEN Service code 30 · EIN 62-6105084 | Employee (plan) | $109,332 |
THE SEGAL COMPANY6+ years Service code 11 · EIN 13-1975125 | Actuarial | $98,410 |
JOHNSON & KROL, LLC6+ years Service code 29 · EIN 36-4342024 | Legal | $95,786 |
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Counterparties on defaulted loans (Part 1), defaulted leases (Part 2), and non-exempt prohibited transactions (Part 3). Presence of any row warrants fiduciary review.
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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 | $162,072-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 33.1%-33.1pp | 0.0%0pp |
| Annual return | 13.38% | 6.00%+7.4pp | 8.01%+5.4pp | 5230.06%-5216.7pp |
| Employer contribution / active EE | $13,586 | $14,010-3.0% | $29,476-53.9% | $10,491+29.5% |
| Participant deferral / active EE | $0 | $460-100.0% | $735-100.0% | $460-100.0% |
| Admin fee / account holder | $0 | $0 | $630-100.0% | - |