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| Provider | Service type | Compensation |
|---|---|---|
ZENITH AMERICAN SOLUTIONS1+ years Service code 14 8 FAIRFIELD BOULEVARD · WALLINGFORD, CT 06492 | Plan Administrator | $33,984 |
NEW TOWER1+ years Filed as: NEW TOWER MANAGEMENT Service code 20 7315 WISCONSIN AVENUE SUITE 350W · BETHESDA, MA 20814 | Trustee (individual) | $14,444 |
LAPIER DILLON AND ASSOCIATES PC1+ years Filed as: LAPIER, DILLON AND ASSOCIATES PC Service code 10 · EIN 32-0048525 | Accounting | $14,047 |
THE SEGAL COMPANY1+ years Filed as: SEGAL ROITMAN LLP Service code 29 111 DEVONSHIRE STREET · BOSTON, MA 02109 | Legal | $10,435 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $41,777 | $106,236-60.7% | $112,263-62.8% | $64,824-35.6% |
| Participation rate | 100.0% | 71.7%+28.3pp | 75.1%+24.9pp | 71.5%+28.5pp |
| Annual return | -7.11% | -6.02%-1.1pp | 27.49%-34.6pp | 32.84%-40.0pp |
| Employer contribution / active EE | $0 | $3,167-100.0% | $3,636-100.0% | $2,507-100.0% |
| Participant deferral / active EE | $3,092 | $3,786-18.3% | $4,729-34.6% | $4,311-28.3% |
| Admin fee / account holder | $127 | $452-71.9% | $6,410-98.0% | $188-32.4% |