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| Provider | Service type | Compensation |
|---|---|---|
ZENITH AMERICAN SOLUTIONS3 years Filed as: ZENITH AMERICAN SOLUTIONS, INC. Service code 12 · EIN 52-1590516 | Claims processing; Direct payment fro... | $132,477 |
THE SEGAL COMPANY4 years Filed as: SEGAL SELECT INSURANCE SERVICES INC Service code 53 · EIN 46-0619194 | Insurance Commissions | $20,225 |
Service code 10 · EIN 31-0800053 | Accounting | $18,000 |
ASCENSUS LLC4 years Filed as: LEDBETTER, PARISI LLC Service code 29 · EIN 03-0599899 | Legal | $8,038 |
MILLER & CHEVALIER2 years Filed as: MILLER & CHEVALIER, CHARTERED Service code 29 · EIN 52-1212890 | Legal | $5,680 |
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 | $60,385 | $81,719-26.1% | $101,275-40.4% | $90,274-33.1% |
| Participation rate | 100.0% | 80.7%+19.3pp | 75.8%+24.2pp | 73.4%+26.6pp |
| Annual return | 1.95% | 337.64%-335.7pp | 46.48%-44.5pp | 53.97%-52.0pp |
| Employer contribution / active EE | $3,633 | $3,622+0.3% | $3,660-0.7% | $2,523+44.0% |
| Participant deferral / active EE | $0 | $3,310-100.0% | $4,371-100.0% | $4,231-100.0% |
| Admin fee / account holder | $254 | $162+56.6% | $5,948-95.7% | $114+122.3% |