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| Provider | Service type | Compensation |
|---|---|---|
ZENITH AMERICAN SOLUTIONS3 years Service code 13 · EIN 52-1590516 18861 S. 90TH AVENUE SUITE A · MOKENA, IL 60448 | Contract Administrator | $49,500 |
SLEVIN & HART, P.C.5+ years Filed as: SLEVIN & HART Service code 29 · EIN 52-1708613 1625 MASSACHUSETTS AVE NW, STE 450 · WASHINGTON, DC 20036 | Legal | $45,438 |
BONADIO & CO., LLP5+ years Filed as: BONADIO & CO, LLP Service code 10 · EIN 16-1131146 6 WEMBLEY COURT · ALBANY, NY 12205 | Accounting | $40,100 |
BOLTON PARTNERS, INC.5+ years Filed as: BOLTON PARTNERS NORTHEAST, INC Service code 11 · EIN 52-1231144 100 LIGHT STREET 9TH FLOOR · BALTIMORE, MD 21202 | Actuarial | $34,453 |
MORGAN STANLEY SMITH BARNEY4 years Filed as: MORGAN STANLEY SMITH BARNEY LLC Service code 28 · EIN 26-4310632 1448 BALLTOWN ROAD · NISKAYUNA, NY 12309 | Investment Management | $17,867 |
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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 | $69,696-100.0% | $161,646-100.0% | $317,036-100.0% |
| Participation rate | 0.0% | 6.2%-6.2pp | 15.5%-15.5pp | 13.0%-13.0pp |
| Annual return | 0.67% | 12.03%-11.4pp | 12.93%-12.3pp | 13.59%-12.9pp |
| Employer contribution / active EE | $12,232 | $19,417-37.0% | $35,210-65.3% | $14,592-16.2% |
| Participant deferral / active EE | $0 | $253-100.0% | $458-100.0% | $67-100.0% |
| Admin fee / account holder | $0 | $907-100.0% | $4,659-100.0% | $29,657-100.0% |