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| Provider | Service type | Compensation |
|---|---|---|
ZENITH AMERICAN SOLUTIONS8 years Filed as: ZENITH AMERICAN SOLUTIONS, INC. Service code 13 · EIN 52-1590516 | Contract Administrator | $61,026 |
THE SEGAL COMPANY10+ years Filed as: SEGAL ROITMAN Service code 29 · EIN 04-2489114 | Legal | $43,879 |
DANA INVESTMENT ADVISORS2 years Filed as: DANA INVESTMENT ADVISORS, INC. Service code 28 · EIN 39-1512278 | Investment Management | $41,124 |
Service code 28 · EIN 04-2895544 | Investment Management | $39,832 |
THE SEGAL COMPANY9 years Filed as: SEGAL MARCO ADVISORS Service code 27 · EIN 13-2646110 | Advisory (Plan) | $35,200 |
NEWTOWER TRUST COMPANY8 years Filed as: NEW TOWER TRUST COMPANY Service code 21 · EIN 30-0872552 | Bank Trustee | $31,757 |
Service code 11 · EIN 04-2530412 | Actuarial | $30,569 |
COMERICA BANK10+ years Service code 19 · EIN 42-1741646 | Securities Custodian | $22,647 |
ULLICO1 year Filed as: ULLICO INVESTMENT ADVISORS Service code 28 · EIN 52-6435649 | Investment Management | $19,361 |
GOLDPOINT PARTNERS LLC6 years Service code 28 · EIN 13-4091043 | Investment Management | $16,801 |
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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 | $141,811-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 15.2%-15.2pp | 0.0%0pp |
| Annual return | 9.77% | 8.65%+1.1pp | 9.03%+0.7pp | 10.20%-0.4pp |
| Employer contribution / active EE | $18,518 | $14,388+28.7% | $26,284-29.5% | $15,145+22.3% |
| Participant deferral / active EE | $0 | $2,028-100.0% | $1-100.0% | $2,028-100.0% |
| Admin fee / account holder | $0 | $0 | $940-100.0% | - |