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| Provider | Service type | Compensation |
|---|---|---|
ZENITH AMERICAN SOLUTIONS8 years Filed as: ZENITH AMERICAN SOLUTIONS, INC. Service code 12 · EIN 52-1590516 | Direct payment from the plan; Claims ... | $159,661 |
Filed as: DOVER CONSULTING Service code 27 · EIN 31-1281984 | Advisory (Plan) | $35,153 |
Service code 10 · EIN 31-0800053 | Accounting | $30,629 |
Filed as: FIDELITY Service code 13 · EIN 04-2647786 | Contract Administrator | $11,250 |
ASCENSUS LLC9 years Filed as: LEDBETTER, PARISI LLC Service code 29 · EIN 03-0599899 | Legal | $5,029 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $84,875 | $106,351-20.2% | $105,223-19.3% | $103,975-18.4% |
| Participation rate | 100.0% | 80.0%+20.0pp | 75.0%+25.0pp | 72.5%+27.5pp |
| Annual return | 11.37% | 11.69%-0.3pp | 180.65%-169.3pp | 19.41%-8.0pp |
| Employer contribution / active EE | $6,271 | $5,336+17.5% | $3,689+70.0% | $3,722+68.5% |
| Participant deferral / active EE | $0 | $3,221-100.0% | $5,072-100.0% | $5,343-100.0% |
| Admin fee / account holder | $254 | $316-19.4% | $8,859-97.1% | $332-23.5% |