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 SERVICES9+ years Filed as: NATIONAL INVESTMENT SERVICES, INC. Service code 28 · EIN 84-3937993 | Investment Management | $728,401 |
Filed as: WASHINGTON CAPITAL Service code 28 · EIN 91-1042342 | Investment Management | $471,348 |
Filed as: STRATEGIC CAPITAL INVESTMENT ADV. Service code 27 · EIN 36-4268991 | Advisory (Plan) | $174,500 |
NORTHERN TRUST COMPANY9+ years Filed as: NORTHERN TRUST CORPORATION Service code 28 · EIN 36-2723087 | Investment Management | $159,431 |
Filed as: BRIDGEWAY BENEFIT TECHNOLOGIES LLC Service code 16 · EIN 52-1796473 | Consulting | $151,992 |
NICHOLE LINHARDT9+ years Service code 30 · EIN 62-6105084 | Employee (plan) | $144,480 |
JOHNSON & KROL, LLC9+ years Service code 29 · EIN 36-4342024 | Legal | $125,606 |
THE SEGAL COMPANY9+ years Service code 11 · EIN 13-1975125 | Actuarial | $104,903 |
JOE MOSKAUSKI1 year Filed as: JOE VELLENGA Service code 20 · EIN 62-6105084 | Trustee (individual); Employee (plan) | $94,066 |
CLAUDIA MARTINEZ2 years Service code 30 · EIN 62-6105084 | Employee (plan) | $84,296 |
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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 | $473,625-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 37.3%-37.3pp | 0.0%0pp |
| Annual return | 12.75% | 33.11%-20.4pp | 20.18%-7.4pp | 33.11%-20.4pp |
| Employer contribution / active EE | $15,156 | $9,000+68.4% | $29,108-47.9% | $9,000+68.4% |
| Participant deferral / active EE | $0 | $680-100.0% | $6-100.0% | $680-100.0% |
| Admin fee / account holder | $0 | $0 | $2,262-100.0% | - |