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| Provider | Service type | Compensation |
|---|---|---|
Filed as: ZENITH AMERICAN SOLUTIONS, INC. Service code 15 · EIN 52-1590516 | Recordkeeping | $31,642 |
THE SEGAL COMPANY1 year Filed as: SEGAL ROITMAN, LLP Service code 29 · EIN 04-2489114 | Legal | $17,845 |
Service code 13 · EIN 06-0811449 | Contract Administrator | $15,604 |
THE SEGAL COMPANY2 years Filed as: SEGAL MARCO ADVISORS Service code 27 · EIN 13-2646110 | Advisory (Plan) | $13,200 |
NOVAK FRANCELLA LLC1 year Service code 10 · EIN 61-1436956 | Accounting | $12,370 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $123,345 | $56,443+118.5% | $83,831+47.1% | $55,725+121.3% |
| Participation rate | 82.2% | 72.0%+10.2pp | 76.1%+6.1pp | 70.9%+11.4pp |
| Annual return | 11.23% | 393.67%-382.4pp | 850.99%-839.8pp | 244.93%-233.7pp |
| Employer contribution / active EE | $3,300 | $2,682+23.1% | $3,631-9.1% | $2,078+58.8% |
| Participant deferral / active EE | $0 | $2,965-100.0% | $4,082-100.0% | $3,356-100.0% |
| Admin fee / account holder | $179 | $156+14.6% | $5,479-96.7% | $115+55.4% |