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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 | $49,200 |
Filed as: MASSMUTUAL LIFE INSURANCE CO. Service code 52 · EIN 04-1590850 | Indirect Investment Fees | $48,831 |
NOVAK FRANCELLA LLC3 years Service code 10 · EIN 61-1436956 | Accounting | $14,425 |
CORWIN & CORWIN LLP1 year Service code 29 · EIN 04-2221565 | Legal | $14,369 |
THE SEGAL COMPANY4 years Filed as: SEGAL MARCO ADVISORS Service code 27 · EIN 13-2646110 | Advisory (Plan) | $13,733 |
THE SEGAL COMPANY3 years Filed as: SEGAL ROITMAN, LLP Service code 29 · EIN 04-2489114 | Legal | $12,928 |
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 | $148,620 | $91,517+62.4% | $101,275+46.7% | $73,412+102.4% |
| Participation rate | 75.2% | 73.8%+1.5pp | 75.8%-0.6pp | 72.2%+3.1pp |
| Annual return | 9.25% | 17.17%-7.9pp | 46.48%-37.2pp | 59.30%-50.0pp |
| Employer contribution / active EE | $2,983 | $2,877+3.7% | $3,660-18.5% | $2,234+33.5% |
| Participant deferral / active EE | $0 | $3,338-100.0% | $4,371-100.0% | $3,806-100.0% |
| Admin fee / account holder | $297 | $216+37.7% | $5,948-95.0% | $158+88.2% |