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| Provider | Service type | Compensation |
|---|---|---|
ZENITH AMERICAN SOLUTIONS1+ years Filed as: ZENITH AMERICAN SOLUTIONS INC Service code 13 · EIN 52-1590516 | Contract Administrator | $441,589 |
MANNING & NAPIER1+ years Filed as: MANNING & NAPIER ADVISORS, LLC Service code 28 · EIN 45-3328488 | Investment Management | $142,142 |
Filed as: PRUDENTIAL INSURANCE COMPANY Service code 19 · EIN 22-1211670 | Securities Custodian | $106,520 |
MORGAN STANLEY SMITH BARNEY1+ years Filed as: MORGAN STANLEY SMITH BARNEY, LLC Service code 27 · EIN 26-4310632 | Advisory (Plan) | $95,614 |
ATALANTA SOSNOFF1+ years Filed as: ATALANTA SOSNOFF CAPITAL, LLC Service code 28 · EIN 20-0461050 | Investment Management | $91,410 |
Filed as: CONVERGEX EXECUTUVE SOLUTIONS LLC Service code 71 · EIN 13-3989198 | Brokerage Fees | $54,054 |
RBC GLOBAL ASSET MANAGEMENT1+ years Service code 28 · EIN 41-1460668 | Investment Management | $53,580 |
SCHULTHEIS & PANETTIERI, LLP1+ years Service code 10 · EIN 13-1577780 | Accounting | $46,000 |
ZIEGLER CAPITAL MANAGEMENT, LLC1+ years Service code 28 · EIN 27-2347077 | Investment Management | $34,806 |
THE SEGAL COMPANY1+ years Filed as: THE SEGAL CO. (EASTERN STATES) INC. Service code 17 · EIN 13-1835864 | Pension Consulting | $27,047 |
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $21,593 | $83,458-74.1% | $123,105-82.5% | $67,505-68.0% |
| Participation rate | 100.0% | 84.5%+15.5pp | 86.8%+13.2pp | 71.2%+28.8pp |
| Annual return | -1.56% | 1.29%-2.9pp | 13.22%-14.8pp | 6.52%-8.1pp |
| Employer contribution / active EE | $1,884 | $3,087-39.0% | $5,151-63.4% | $2,173-13.3% |
| Participant deferral / active EE | $0 | $5,379-100.0% | $6,229-100.0% | $3,597-100.0% |
| Admin fee / account holder | $227 | $60+280.6% | $9,014-97.5% | $56+304.9% |