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| Provider | Service type | Compensation |
|---|---|---|
ZENITH AMERICAN SOLUTIONS3 years Filed as: ZENITH AMERICAN SOLUTIONS, INC. Service code 15 · EIN 52-1590516 | Recordkeeping | $66,915 |
NEWTOWER TRUST COMPANY3 years Filed as: NEW TOWER TRUST COMPANY Service code 21 · EIN 30-0872552 | Bank Trustee | $46,457 |
THE SEGAL COMPANY4 years Filed as: SEGAL MARCO ADVISORS Service code 27 · EIN 13-2646110 | Advisory (Plan) | $35,733 |
THE SEGAL COMPANY5+ years Filed as: SEGAL ROITMAN Service code 29 · EIN 04-2489114 | Legal | $29,765 |
Service code 11 · EIN 04-2530412 | Actuarial | $27,450 |
Service code 28 · EIN 04-2895544 | Investment Management | $24,645 |
SMITH GRAHAM3 years Filed as: SMITH, GRAHAM & CO. INV. ADVISORS Service code 51 · EIN 76-0301817 | Investment Mgmt Fees | $23,451 |
CORWIN & CORWIN LLP2 years Service code 29 · EIN 04-2221565 | Legal | $20,299 |
GOLDPOINT PARTNERS LLC1 year Service code 28 · EIN 13-4091043 | Investment Management | $18,184 |
NOVAK FRANCELLA LLC3 years Service code 10 · EIN 61-1436956 | Accounting | $17,025 |
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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 | $1,055,769-100.0% | $165,322-100.0% | $2,822,362-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 32.5%-32.5pp | 0.6%-0.6pp |
| Annual return | 0.45% | 6.41%-6.0pp | 8.01%-7.6pp | 11.45%-11.0pp |
| Employer contribution / active EE | $13,139 | $11,592+13.3% | $29,475-55.4% | $17,219-23.7% |
| Participant deferral / active EE | $0 | $0 | $735-100.0% | $357-100.0% |
| Admin fee / account holder | $0 | $13,084-100.0% | $637-100.0% | $15,480-100.0% |