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| Provider | Service type | Compensation |
|---|---|---|
ZENITH AMERICAN SOLUTIONS8 years Filed as: ZENITH AMERICAN SOLUTIONS, INC. Service code 12 · EIN 52-1590516 | Claims processing; Direct payment fro... | $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 | $98,776-14.1% | $119,126-28.8% | $89,670-5.3% |
| Participation rate | 100.0% | 83.1%+16.9pp | 75.8%+24.2pp | 71.2%+28.8pp |
| Annual return | 11.37% | 9.25%+2.1pp | 282.11%-270.7pp | 19.66%-8.3pp |
| Employer contribution / active EE | $6,271 | $5,802+8.1% | $4,034+55.5% | $4,041+55.2% |
| Participant deferral / active EE | $0 | $1,748-100.0% | $5,318-100.0% | $3,962-100.0% |
| Admin fee / account holder | $254 | $230+10.4% | $10,693-97.6% | $352-27.7% |