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| Provider | Service type | Compensation |
|---|---|---|
ZENITH AMERICAN SOLUTIONS5+ years Service code 14 · EIN 52-1590516 | Plan Administrator | $53,381 |
NEEDLES & ASSOCIATES, LLC5+ years Service code 10 · EIN 51-0435869 | Accounting | $20,840 |
THE SEGAL COMPANY3 years Filed as: SEGAL MARCO ADVISORS Service code 17 · EIN 13-2646110 | Pension Consulting | $15,000 |
US BANK5+ years Service code 18 · EIN 31-0841368 | Custodial (other than securities) | $8,148 |
SPENCER FANE LLP1 year Filed as: SPENCER FANE LLC Service code 29 · EIN 44-0561981 | Legal | $6,994 |
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 | $13,454 | $91,517-85.3% | $101,264-86.7% | $73,412-81.7% |
| Participation rate | 100.0% | 73.8%+26.2pp | 75.8%+24.2pp | 72.2%+27.8pp |
| Annual return | -16.37% | 17.17%-33.5pp | 46.48%-62.8pp | 59.30%-75.7pp |
| Employer contribution / active EE | $3,389 | $2,877+17.8% | $3,660-7.4% | $2,234+51.7% |
| Participant deferral / active EE | $0 | $3,338-100.0% | $4,370-100.0% | $3,806-100.0% |
| Admin fee / account holder | $177 | $216-18.0% | $5,947-97.0% | $158+12.1% |