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| Provider | Service type | Compensation |
|---|---|---|
Filed as: ONE AMERICA RETIREMENT SERVICES, LL Service code 28 · EIN 46-5378846 | Investment Management | $736,692 |
ZENITH AMERICAN SOLUTIONS2+ years Filed as: ZENITH AMERICAN SOLUTIONS, INC. Service code 13 · EIN 52-1590516 | Contract Administrator | $326,452 |
MARQUETTE ASSOCIATES2+ years Service code 27 · EIN 36-3485298 | Advisory (Plan) | $95,000 |
Filed as: PAUL BERKOWITZ AND ASSOCIATES, LTD Service code 29 · EIN 36-3780998 | Legal | $39,177 |
L.M. HENDERSON & COMPANY, LLP2+ years Service code 10 · EIN 20-5520612 | Accounting | $33,050 |
Filed as: CLARK SCHAEFER HACKETT & CO Service code 10 · EIN 31-0800053 | Accounting | $31,400 |
Service code 29 · EIN 26-2311312 | Legal | $16,284 |
MILLER KAPLAN ARASE LLP2+ years Filed as: S.C. MILLER & CO., INC. Service code 10 · EIN 35-1820020 | Accounting | $13,848 |
BENESYS, INC.2+ years Filed as: BENESYS Service code 13 · EIN 38-2383171 | Contract Administrator | $8,244 |
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $20,090 | $136,209-85.3% | $82,312-75.6% | $80,976-75.2% |
| Participation rate | 100.0% | 88.0%+12.0pp | 76.9%+23.1pp | 68.3%+31.7pp |
| Annual return | 10.49% | 21.54%-11.0pp | 25.88%-15.4pp | 22.91%-12.4pp |
| Employer contribution / active EE | $1,726 | $3,633-52.5% | $2,428-28.9% | $2,402-28.2% |
| Participant deferral / active EE | $0 | $6,693-100.0% | $3,706-100.0% | $3,848-100.0% |
| Admin fee / account holder | $47 | $62-24.2% | $5,608-99.2% | $67-30.2% |