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| Provider | Service type | Compensation |
|---|---|---|
Filed as: ONE AMERICA RETIREMENT SERVICES, LL Service code 15 · EIN 46-5378846 | Recordkeeping | $529,483 |
ZENITH AMERICAN SOLUTIONS3+ years Filed as: ZENITH AMERICAN SOLUTIONS, INC. Service code 50 · EIN 52-1590516 | Direct Payment | $355,177 |
BMO HARRIS BANK NA1 year Filed as: BMO HARRIS BANK, N.A. Service code 19 · EIN 36-2085229 | Securities Custodian | $264,564 |
MARQUETTE ASSOCIATES3+ years Service code 51 · EIN 36-3485298 | Investment Mgmt Fees | $95,000 |
L.M. HENDERSON & COMPANY, LLP3+ years Service code 50 · EIN 20-5520612 | Direct Payment | $44,890 |
Filed as: PAUL BERKOWITZ AND ASSOCIATES, LTD Service code 50 · EIN 36-3780998 | Direct Payment | $28,091 |
MILLER KAPLAN ARASE LLP3+ years Filed as: S.C. MILLER & CO., INC. Service code 50 · EIN 35-1820020 | Direct Payment | $18,395 |
Service code 50 · EIN 26-2311312 | Direct Payment | $10,775 |
ASCENSUS LLC1 year Filed as: LEDBETTER PARISIS SOLLARS, LLC Service code 29 · EIN 03-0599899 | Legal | $8,662 |
BENESYS, INC.3+ years Filed as: BENESYS Service code 50 · EIN 38-2383171 | Direct Payment | $8,252 |
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 | $21,127 | $127,796-83.5% | $76,768-72.5% | $73,367-71.2% |
| Participation rate | 100.0% | 88.2%+11.8pp | 77.0%+23.0pp | 69.5%+30.5pp |
| Annual return | 7.61% | -2.31%+9.9pp | 2.43%+5.2pp | 173.45%-165.8pp |
| Employer contribution / active EE | $1,806 | $3,931-54.1% | $2,485-27.3% | $2,499-27.7% |
| Participant deferral / active EE | $0 | $6,924-100.0% | $3,852-100.0% | $4,033-100.0% |
| Admin fee / account holder | $47 | $66-28.5% | $6,676-99.3% | $68-30.6% |