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| Provider | Service type | Compensation |
|---|---|---|
ZENITH AMERICAN SOLUTIONS6 years Filed as: ZENITH AMERICAN SOLUTIONS, INC. Service code 12 · EIN 52-1590516 | Direct payment from the plan; Claims ... | $139,068 |
Filed as: DOVER CONSULTING Service code 27 · EIN 31-1281984 | Advisory (Plan) | $28,700 |
Service code 10 · EIN 31-0800053 | Accounting | $20,600 |
ASCENSUS LLC7 years Filed as: LEDBETTER, PARISI LLC Service code 29 · EIN 03-0599899 | Legal | $18,891 |
Filed as: FIDELITY Service code 13 · EIN 04-2647786 | Contract Administrator | $13,336 |
DLA PIPER3 years Filed as: DLA PIPER LLP US Service code 29 · EIN 52-0616490 | Legal | $12,215 |
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 | $72,408 | $93,010-22.2% | $96,515-25.0% | $74,460-2.8% |
| Participation rate | 100.0% | 71.6%+28.4pp | 74.3%+25.7pp | 70.7%+29.3pp |
| Annual return | 9.77% | 37.50%-27.7pp | 35.73%-26.0pp | 34.38%-24.6pp |
| Employer contribution / active EE | $4,775 | $3,427+39.3% | $3,740+27.7% | $2,638+81.0% |
| Participant deferral / active EE | $0 | $3,971-100.0% | $4,880-100.0% | $4,530-100.0% |
| Admin fee / account holder | $274 | $633-56.8% | $6,735-95.9% | $348-21.3% |