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| Provider | Service type | Compensation |
|---|---|---|
CHRISTENSEN, JAMES & MARTIN1+ years Filed as: CHRISTENSEN JAMES & MARTIN Service code 29 · EIN 88-0330040 | Legal | $99,963 |
FIDUCIARY MANAGEMENT, INC.1+ years Service code 28 · EIN 39-1346018 | Investment Management | $84,819 |
ZENITH AMERICAN SOLUTIONS1+ years Service code 14 · EIN 52-1590516 | Plan Administrator | $72,282 |
STEWART ARCHIBALD & BARNEY, LLP1+ years Service code 10 · EIN 88-0382649 | Accounting | $55,547 |
MILLIMAN, INC.1+ years Service code 17 · EIN 91-0675641 | Pension Consulting | $36,609 |
Service code 29 · EIN 95-4177931 | Legal | $10,309 |
ALSWEET ASSOCIATES1+ years Service code 10 · EIN 95-2766134 | Accounting | $9,150 |
NUWEST INSURANCE SERVICES1+ years Filed as: NUWEST INSURANCE SERVICES, INC. Service code 22 · EIN 33-0194819 | Insurance Broker | $5,718 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
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 | $6,923 | $55,516-87.5% | $75,784-90.9% | $59,188-88.3% |
| Participation rate | 100.0% | 73.6%+26.4pp | 75.8%+24.2pp | 69.4%+30.6pp |
| Annual return | -1.78% | -1.89%+0.1pp | 9.68%-11.5pp | 5.51%-7.3pp |
| Employer contribution / active EE | $2,590 | $2,604-0.5% | $3,323-22.1% | $2,098+23.5% |
| Participant deferral / active EE | $57 | $2,599-97.8% | $3,652-98.4% | $3,265-98.3% |
| Admin fee / account holder | $98 | $110-10.9% | $5,300-98.2% | $92+6.2% |