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| Provider | Service type | Compensation |
|---|---|---|
ZENITH AMERICAN SOLUTIONS6 years Filed as: ZENITH AMERICAN SOLUTIONS, INC. Service code 13 · EIN 52-1590516 | Contract Administrator | $185,226 |
FRANKLIN TEMPLETON6 years Filed as: CLARION LION PROPERTIES FUND, LP Service code 51 · EIN 13-4087331 | Investment Mgmt Fees | $107,825 |
NATIONAL INVESTMENT SERVICES6 years Filed as: NATIONAL INVESTMENT SERVICES, INC. Service code 28 · EIN 80-0169636 | Investment Management | $104,500 |
Filed as: STOCKBRIDGE SMART MARKETS FUND, LP Service code 51 · EIN 45-2872141 | Investment Mgmt Fees | $86,314 |
Service code 27 · EIN 36-4268991 | Advisory (Plan) | $83,160 |
FRANKLIN TEMPLETON1 year Filed as: CLARION LION INDUSTRIAL TRUST Service code 51 · EIN 65-1162344 | Investment Mgmt Fees | $76,623 |
CUNI, RUST & STRENK6 years Service code 11 · EIN 31-1227755 | Actuarial | $74,875 |
Service code 51 · EIN 91-1163419 | Investment Mgmt Fees | $59,665 |
Service code 10 · EIN 61-1129886 | Accounting | $53,038 |
THE SEGAL COMPANY3 years Filed as: SEGAL SELECT INSURANCE SERVICES INC Service code 22 · EIN 46-0619194 | Insurance Broker | $52,734 |
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Annual investment return is in the bottom quintile of the peer cohort.
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $13,363-100.0% | $473,625-100.0% | $13,363-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 37.3%-37.3pp | 2.2%-2.2pp |
| Annual return | -0.11% | 7.95%-8.1pp | 20.18%-20.3pp | 9.11%-9.2pp |
| Employer contribution / active EE | $13,314 | $14,684-9.3% | $29,108-54.3% | $12,231+8.8% |
| Participant deferral / active EE | $0 | $520-100.0% | $6-100.0% | $1,272-100.0% |
| Admin fee / account holder | $0 | $125-100.0% | $2,262-100.0% | $125-100.0% |