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| Provider | Service type | Compensation |
|---|---|---|
ZENITH AMERICAN SOLUTIONS2 years Filed as: ZENITH AMERICAN SOLUTIONS, INC. Service code 12 · EIN 52-1590516 | Direct payment from the plan; Claims ... | $127,051 |
Service code 10 · EIN 31-0800053 | Accounting | $17,400 |
ASCENSUS LLC3 years Filed as: LEDBETTER, PARISI LLC Service code 29 · EIN 03-0599899 | Legal | $11,463 |
MILLER & CHEVALIER1 year Filed as: MILLER & CHEVALIER, CHARTERED Service code 29 · EIN 52-1212890 | Legal | $7,258 |
THE SEGAL COMPANY3 years Filed as: SEGAL SELECT INSURANCE SERVICES INC Service code 53 · EIN 46-0619194 | Insurance Commissions | $3,608 |
Annual investment return is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $58,726 | $66,051-11.1% | $92,909-36.8% | $77,775-24.5% |
| Participation rate | 100.0% | 81.0%+19.0pp | 76.0%+24.0pp | 73.2%+26.8pp |
| Annual return | 5.88% | 20.69%-14.8pp | 109.44%-103.6pp | 32.58%-26.7pp |
| Employer contribution / active EE | $3,489 | $3,426+1.9% | $3,653-4.5% | $2,504+39.4% |
| Participant deferral / active EE | $0 | $3,013-100.0% | $4,238-100.0% | $3,966-100.0% |
| Admin fee / account holder | $237 | $148+60.4% | $5,795-95.9% | $100+136.9% |