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| Provider | Service type | Compensation |
|---|---|---|
ZENITH AMERICAN SOLUTIONS2 years Service code 13 · EIN 52-1590516 | Contract Administrator | $119,050 |
ROBERT CHEVERIE4+ years Filed as: ROBERT M.CHEVERIE & ASSOC.P.C. Service code 29 · EIN 06-1335139 | Legal | $63,725 |
NOVAK FRANCELLA LLC4+ years Service code 10 · EIN 61-1436956 | Accounting | $63,419 |
UBS FINANCIAL SERVICES INC4+ years Service code 27 · EIN 13-2638166 | Advisory (Plan) | $55,000 |
Filed as: JOHN HANCOCK Service code 13 · EIN 01-0233346 | Contract Administrator | $20,550 |
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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $66,071 | $57,255+15.4% | $83,831-21.2% | $68,904-4.1% |
| Participation rate | 91.6% | 86.2%+5.4pp | 76.1%+15.5pp | 74.1%+17.5pp |
| Annual return | -4.19% | -0.34%-3.8pp | 850.99%-855.2pp | 1.07%-5.3pp |
| Employer contribution / active EE | $9,777 | $3,341+192.7% | $3,631+169.2% | $2,540+284.9% |
| Participant deferral / active EE | $0 | $3,207-100.0% | $4,082-100.0% | $4,015-100.0% |
| Admin fee / account holder | $66 | $103-36.2% | $5,479-98.8% | $71-7.4% |