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| Provider | Service type | Compensation |
|---|---|---|
ZENITH AMERICAN SOLUTIONS6 years Service code 14 · EIN 52-1590516 | Plan Administrator | $125,752 |
CAPFINANCIAL PARTNERS LLC3 years Filed as: CAPFINANCIAL PARTNERS, LLC Service code 27 · EIN 26-0058143 | Advisory (Plan) | $57,500 |
ASHER, GITTLER & D'ALBA, LTD.9+ years Service code 29 · EIN 36-2786883 | Legal | $29,262 |
MATRIX TRUST COMPANY3 years Service code 28 · EIN 75-3182674 | Investment Management | $26,940 |
LEGACY PROFESSIONALS LLP9+ years Service code 10 · EIN 32-0043599 | Accounting | $18,023 |
JPMORGAN INVEST HOLDINGS LLC2 years Filed as: JPMORGAN CHASE BANK, N.A. Service code 18 · EIN 13-4994650 | Direct payment from the plan; Custodi... | $2,211 |
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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $60,505 | $93,010-34.9% | $96,520-37.3% | $74,440-18.7% |
| Participation rate | 100.0% | 71.6%+28.4pp | 74.3%+25.7pp | 70.7%+29.3pp |
| Annual return | 16.11% | 37.50%-21.4pp | 35.72%-19.6pp | 34.37%-18.3pp |
| Employer contribution / active EE | $8,062 | $3,427+135.2% | $3,739+115.6% | $2,638+205.6% |
| Participant deferral / active EE | $0 | $3,971-100.0% | $4,879-100.0% | $4,529-100.0% |
| Admin fee / account holder | $264 | $633-58.4% | $6,733-96.1% | $348-24.2% |