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| Provider | Service type | Compensation |
|---|---|---|
ZENITH AMERICAN SOLUTIONS2 years Filed as: ZENITH AMERICAN SOLUTIONS, INC. Service code 15 · EIN 52-1590516 | Recordkeeping | $67,924 |
NEWTOWER TRUST COMPANY2 years Filed as: NEW TOWER TRUST COMPANY Service code 21 · EIN 30-0872552 | Bank Trustee | $44,984 |
THE SEGAL COMPANY3 years Filed as: SEGAL MARCO ADVISORS Service code 27 · EIN 13-2646110 | Advisory (Plan) | $35,200 |
SMITH GRAHAM2 years Filed as: SMITH, GRAHAM & CO. INV. ADVISORS Service code 51 · EIN 76-0301817 | Investment Mgmt Fees | $31,922 |
Service code 11 · EIN 04-2530412 | Actuarial | $31,675 |
THE SEGAL COMPANY4+ years Filed as: SEGAL ROITMAN Service code 29 · EIN 04-2489114 | Legal | $26,335 |
Service code 28 1270 SOLDIERS FIELD ROAD · BOSTON, MA 021351003 | Investment Management | $23,826 |
NOVAK FRANCELLA LLC2 years Service code 10 · EIN 61-1436956 | Accounting | $16,060 |
COMERICA BANK4+ years Service code 19 · EIN 38-2702003 | Securities Custodian | $8,344 |
CORWIN & CORWIN LLP1 year Service code 29 · EIN 04-2221565 | Legal | $6,649 |
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Annual investment return is in the bottom quintile of the peer cohort.
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 | $10,224,557-100.0% | $362,723-100.0% | $3,370,408-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 38.2%-38.2pp | 1.2%-1.2pp |
| Annual return | 2.80% | 10.27%-7.5pp | 10.56%-7.8pp | 53.27%-50.5pp |
| Employer contribution / active EE | $12,670 | $12,273+3.2% | $30,197-58.0% | $14,774-14.2% |
| Participant deferral / active EE | $0 | $0 | $33-100.0% | $1,259-100.0% |
| Admin fee / account holder | $0 | $35,729-100.0% | $2,168-100.0% | $13,289-100.0% |