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.
Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
NATIONAL INVESTMENT SERVICES10+ years Filed as: NATIONAL INVESTMENT SERVICES, INC. Service code 28 · EIN 84-3937993 | Investment Management | $906,369 |
Filed as: WASHINGTON CAPITAL Service code 28 · EIN 91-1042342 | Investment Management | $496,220 |
STRATEGIC CAPITAL INVESTMENT ADVISO10+ years Filed as: STRATEGIC CAPITAL INVESTMENT ADV. Service code 27 · EIN 36-4268991 | Advisory (Plan) | $181,500 |
NORTHERN TRUST COMPANY10+ years Filed as: NORTHERN TRUST CORPORATION Service code 28 · EIN 36-2723087 | Investment Management | $178,001 |
NICHOLE LINHARDT10+ years Service code 30 · EIN 62-6105084 | Employee (plan) | $144,511 |
JOHNSON & KROL, LLC10+ years Service code 29 · EIN 36-4342024 | Legal | $136,379 |
Filed as: BRIDGEWAY BENEFIT TECHNOLOGIES LLC Service code 16 · EIN 52-1796473 | Consulting | $134,178 |
THE SEGAL COMPANY10+ years Service code 11 · EIN 13-1975125 | Actuarial | $109,412 |
LEGACY PROFESSIONALS LLP10+ years Service code 10 · EIN 32-0043599 | Accounting | $98,810 |
CLAUDIA MARTINEZ3 years Service code 30 · EIN 62-6105084 | Employee (plan) | $87,346 |
Sign up free to preview 1 actuary disclosure
Free accounts unlock saves, downloads, and 3-year history.
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 | $201,416-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 32.7%-32.7pp | 0.0%0pp |
| Annual return | 13.28% | 8.48%+4.8pp | 8.10%+5.2pp | 8.48%+4.8pp |
| Employer contribution / active EE | $15,532 | $9,949+56.1% | $28,649-45.8% | $9,949+56.1% |
| Participant deferral / active EE | $0 | $734-100.0% | $10-100.0% | $734-100.0% |
| Admin fee / account holder | $0 | $0 | $60,136-100.0% | - |