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| Provider | Service type | Compensation |
|---|---|---|
Filed as: LAPIER DILLON & ASSOCATES PC Service code 10 · EIN 32-0048525 | Accounting | $39,817 |
ZENITH AMERICAN SOLUTIONS3+ years Service code 14 8 FAIRFIELD BOULEVARD · WALLINGFORD, CT 06492 | Plan Administrator | $20,656 |
THE SEGAL COMPANY3+ years Filed as: SEGAL ROITMAN LLP Service code 29 33 HARRISON AVE · BOSTON, MA 02111 | Legal | $20,073 |
Filed as: SOLXSYS ADMINSTRATIVE SOLUTIONS Service code 14 321 RESEARCH PARKWAY · MERIDEN, CT 06450 | Plan Administrator | $15,600 |
NEW TOWER3+ years Filed as: NEW TOWER MANAGEMENT Service code 20 7315 WISCONSIN AVENUE · BETHESDA, MA 20814 | Trustee (individual) | $11,933 |
THE SEGAL COMPANY2 years Filed as: SEGAL MARCO ADVISORS Service code 20 116 HUNTINGTON AVENUE · BOSTON, MA 02116 | Trustee (individual) | $9,500 |
Annual investment return is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $56,833 | $83,023-31.5% | $102,437-44.5% | $77,762-26.9% |
| Participation rate | 91.6% | 71.5%+20.0pp | 74.5%+17.1pp | 70.6%+21.0pp |
| Annual return | 9.27% | 19.12%-9.8pp | 24.95%-15.7pp | 31.27%-22.0pp |
| Employer contribution / active EE | $4,027 | $3,552+13.4% | $3,871+4.0% | $2,728+47.6% |
| Participant deferral / active EE | $0 | $4,110-100.0% | $5,060-100.0% | $4,651-100.0% |
| Admin fee / account holder | $277 | $639-56.6% | $8,388-96.7% | $433-35.9% |