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| Provider | Service type | Compensation |
|---|---|---|
ZENITH AMERICAN SOLUTIONS3+ years Service code 14 · EIN 52-1590516 | Plan Administrator | $47,278 |
THE SEGAL COMPANY1 year Filed as: SEGAL MARCO ADVISORS Service code 27 · EIN 13-2646110 | Advisory (Plan) | $14,341 |
NEEDLES & ASSOCIATES, LLC3+ years Service code 10 · EIN 51-0435869 | Accounting | $13,259 |
US BANK3+ years Service code 18 · EIN 31-0841368 | Custodial (other than securities) | $10,776 |
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 | $17,625 | $80,005-78.0% | $140,019-87.4% | $55,725-68.4% |
| Participation rate | 100.0% | 87.0%+13.0pp | 87.5%+12.5pp | 70.9%+29.1pp |
| Annual return | 5.61% | 0.46%+5.2pp | 651.15%-645.5pp | 244.93%-239.3pp |
| Employer contribution / active EE | $3,450 | $3,403+1.4% | $5,605-38.5% | $2,078+66.0% |
| Participant deferral / active EE | $0 | $5,264-100.0% | $6,927-100.0% | $3,356-100.0% |
| Admin fee / account holder | $190 | $116+64.6% | $10,705-98.2% | $115+65.3% |