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| Provider | Service type | Compensation |
|---|---|---|
Filed as: ZENITH AMERICAN SOLUTIONS, INC. Service code 12 · EIN 52-1590516 | Direct payment from the plan; Claims ... | $91,329 |
GEM GROUP3+ years Service code 13 · EIN 26-1603738 | Contract Administrator | $33,428 |
Service code 10 · EIN 31-0800053 | Accounting | $17,000 |
ASCENSUS LLC2 years Filed as: LEDBETTER, PARISI LLC Service code 29 · EIN 03-0599899 | Legal | $10,284 |
DOVER PARTNERS, INC.2 years Filed as: DOVER PARTNERS Service code 27 · EIN 31-1281984 | Advisory (Plan) | $6,361 |
THE SEGAL COMPANY2 years Filed as: SEGAL SELECT INSURANCE SERVICES INC Service code 53 · EIN 46-0619194 | Insurance Commissions | $3,573 |
Counterparties on defaulted loans (Part 1), defaulted leases (Part 2), and non-exempt prohibited transactions (Part 3). Presence of any row warrants fiduciary review.
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Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $57,756 | $56,443+2.3% | $83,831-31.1% | $55,725+3.6% |
| Participation rate | 100.0% | 72.0%+28.0pp | 76.1%+23.9pp | 70.9%+29.1pp |
| Annual return | 7.79% | 393.67%-385.9pp | 850.99%-843.2pp | 244.93%-237.1pp |
| Employer contribution / active EE | $3,092 | $2,682+15.3% | $3,631-14.8% | $2,078+48.8% |
| Participant deferral / active EE | $0 | $2,965-100.0% | $4,082-100.0% | $3,356-100.0% |
| Admin fee / account holder | $232 | $156+48.4% | $5,479-95.8% | $115+101.4% |