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 SERVICES8+ years Filed as: NATIONAL INVESTMENT SERVICES, INC. Service code 28 · EIN 84-3937993 | Investment Management | $994,946 |
Filed as: WASHINGTON CAPITAL Service code 28 · EIN 91-1042342 | Investment Management | $500,525 |
Filed as: STRATEGIC CAPITAL INVESTMENT ADV. Service code 27 · EIN 36-4268991 | Advisory (Plan) | $163,875 |
NORTHERN TRUST COMPANY8+ years Filed as: NORTHERN TRUST CORPORATION Service code 28 · EIN 36-2723087 | Investment Management | $161,564 |
Filed as: BRIDGEWAY BENEFIT TECHNOLOGIES LLC Service code 16 · EIN 52-1796473 | Consulting | $132,068 |
NICHOLE LINHARDT8+ years Service code 30 · EIN 62-6105084 | Employee (plan) | $126,968 |
THE SEGAL COMPANY8+ years Service code 11 · EIN 13-1975125 | Actuarial | $105,349 |
JOHNSON & KROL, LLC8+ years Service code 29 · EIN 36-4342024 | Legal | $104,470 |
MICHAEL MALONEY8+ years Service code 20 · EIN 62-6105084 | Employee (plan); Trustee (individual) | $93,258 |
BRIANNE SALISBURY2 years Service code 30 · EIN 62-6105084 | Employee (plan) | $77,829 |
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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 | $164,721-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 21.0%-21.0pp | 0.0%0pp |
| Annual return | -14.16% | -14.80%+0.6pp | -5.85%-8.3pp | -14.80%+0.6pp |
| Employer contribution / active EE | $15,414 | $8,996+71.3% | $31,839-51.6% | $8,996+71.3% |
| Participant deferral / active EE | $0 | $455-100.0% | $2-100.0% | $455-100.0% |
| Admin fee / account holder | $0 | $0 | $1,000-100.0% | - |