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| Provider | Service type | Compensation |
|---|---|---|
ZENITH AMERICAN SOLUTIONS1+ years Service code 14 · EIN 52-1590516 | Plan Administrator | $39,292 |
US BANK1+ years Service code 18 · EIN 31-0841368 | Custodial (other than securities) | $32,396 |
NEEDLES & ASSOCIATES, LLC1+ years Service code 10 · EIN 51-0435869 | Accounting | $13,241 |
THE SEGAL COMPANY1+ years Filed as: SEGAL ADVISORS Service code 28 333 W 34TH ST. · NEW YORK, NY 10001 | Investment Management | $6,126 |
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 | $12,002 | $71,802-83.3% | $133,975-91.0% | $57,658-79.2% |
| Participation rate | 100.0% | 85.5%+14.5pp | 87.1%+12.9pp | 70.2%+29.8pp |
| Annual return | -11.65% | 13.51%-25.2pp | 29.29%-40.9pp | 5.13%-16.8pp |
| Employer contribution / active EE | $3,675 | $3,161+16.2% | $5,211-29.5% | $1,974+86.2% |
| Participant deferral / active EE | $0 | $4,606-100.0% | $6,282-100.0% | $3,061-100.0% |
| Admin fee / account holder | $190 | $88+116.9% | $9,324-98.0% | $95+101.2% |