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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 | $82,972-31.5% | $103,374-45.0% | $77,671-26.8% |
| Participation rate | 91.6% | 71.5%+20.0pp | 74.5%+17.1pp | 70.6%+21.0pp |
| Annual return | 9.27% | 19.14%-9.9pp | 24.89%-15.6pp | 31.21%-21.9pp |
| Employer contribution / active EE | $4,027 | $3,554+13.3% | $3,869+4.1% | $2,726+47.7% |
| Participant deferral / active EE | $0 | $4,108-100.0% | $5,058-100.0% | $4,648-100.0% |
| Admin fee / account holder | $277 | $639-56.6% | $8,394-96.7% | $430-35.6% |