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| Provider | Service type | Compensation |
|---|---|---|
ZENITH AMERICAN SOLUTIONS2+ years Service code 14 8 FAIRFIELD BOULEVARD · WALLINGFORD, CT 06492 | Plan Administrator | $29,984 |
NEW TOWER2+ years Filed as: NEW TOWER MANAGEMENT Service code 20 7315 WISCONSIN AVENUE · BETHESDA, MA 20814 | Trustee (individual) | $13,127 |
THE SEGAL COMPANY2+ years Filed as: SEGAL ROITMAN LLP Service code 29 111 DEVONSHIRE STREET · BOSTON, MA 02109 | Legal | $12,099 |
THE SEGAL COMPANY1 year Filed as: SEGAL MARCO ADVISORS Service code 20 116 HUNTINGTON AVENUE · BOSTON, MA 02116 | Trustee (individual) | $6,000 |
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 | $52,191 | $93,010-43.9% | $96,538-45.9% | $74,473-29.9% |
| Participation rate | 83.5% | 71.6%+12.0pp | 74.3%+9.2pp | 70.7%+12.8pp |
| Annual return | 8.80% | 37.50%-28.7pp | 35.74%-26.9pp | 34.36%-25.6pp |
| Employer contribution / active EE | $3,717 | $3,427+8.4% | $3,740-0.6% | $2,638+40.9% |
| Participant deferral / active EE | $0 | $3,971-100.0% | $4,880-100.0% | $4,530-100.0% |
| Admin fee / account holder | $154 | $633-75.6% | $6,737-97.7% | $347-55.5% |