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 SERVICES7+ years Filed as: NATIONAL INVESTMENT SERVICES, INC. Service code 28 · EIN 84-3937993 | Investment Management | $1,111,785 |
Filed as: WASHINGTON CAPITAL Service code 28 · EIN 91-1042342 | Investment Management | $353,326 |
MICHAEL MALONEY7+ years Service code 20 · EIN 62-6105084 | Trustee (individual); Employee (plan) | $188,932 |
NORTHERN TRUST COMPANY7+ years Filed as: NORTHERN TRUST CORPORATION Service code 28 · EIN 36-2723087 | Investment Management | $169,223 |
Filed as: STRATEGIC CAPITAL INVESTMENT ADV. Service code 27 · EIN 36-4268991 | Advisory (Plan) | $164,700 |
THE SEGAL COMPANY7+ years Service code 11 · EIN 13-1975125 | Actuarial | $142,840 |
BASYS6 years Filed as: BASYS, INC Service code 16 · EIN 52-1796473 | Consulting | $126,482 |
JOHNSON & KROL, LLC7+ years Service code 29 · EIN 36-4342024 | Legal | $125,002 |
NICHOLE LINHARDT7+ years Service code 30 · EIN 62-6105084 | Employee (plan) | $122,767 |
GAIL MILLS6 years Filed as: GAIL HANSEN Service code 30 · EIN 62-6105084 | Employee (plan) | $109,362 |
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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 | $201,582-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 23.6%-23.6pp | 0.0%0pp |
| Annual return | 15.47% | 19.39%-3.9pp | 11.08%+4.4pp | 19.39%-3.9pp |
| Employer contribution / active EE | $15,524 | $8,446+83.8% | $28,418-45.4% | $8,446+83.8% |
| Participant deferral / active EE | $0 | $353-100.0% | $86-100.0% | $353-100.0% |
| Admin fee / account holder | $0 | $0 | $6,559-100.0% | - |