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| Provider | Service type | Compensation |
|---|---|---|
ZENITH AMERICAN SOLUTIONS7 years Service code 13 · EIN 52-1590516 | Contract Administrator | $104,662 |
CAPFINANCIAL PARTNERS LLC4 years Filed as: CAPFINANCIAL PARTNERS, LLC Service code 27 · EIN 26-0058143 | Advisory (Plan) | $58,125 |
MATRIX TRUST COMPANY4 years Service code 28 · EIN 75-3182674 | Investment Management | $25,771 |
ASHER, GITTLER & D'ALBA, LTD.10+ years Service code 29 · EIN 36-2786883 | Legal | $24,228 |
LEGACY PROFESSIONALS LLP10+ years Service code 10 · EIN 32-0043599 | Accounting | $21,674 |
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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $68,001 | $83,023-18.1% | $102,437-33.6% | $77,762-12.6% |
| Participation rate | 100.0% | 71.5%+28.5pp | 74.5%+25.5pp | 70.6%+29.4pp |
| Annual return | 11.73% | 19.12%-7.4pp | 24.95%-13.2pp | 31.27%-19.5pp |
| Employer contribution / active EE | $9,250 | $3,552+160.4% | $3,871+139.0% | $2,728+239.1% |
| Participant deferral / active EE | $0 | $4,110-100.0% | $5,060-100.0% | $4,651-100.0% |
| Admin fee / account holder | $237 | $639-63.0% | $8,388-97.2% | $433-45.3% |