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| Provider | Service type | Compensation |
|---|---|---|
ZENITH AMERICAN SOLUTIONS1+ years Service code 13 · EIN 52-1590516 | Contract Administrator | $28,836 |
THE SEGAL COMPANY1+ years Filed as: SEGAL RODGERSCASEY Service code 27 · EIN 13-2646110 | Advisory (Plan) | $25,000 |
LEGACY PROFESSIONALS LLP1+ years Service code 10 · EIN 32-0043599 | Accounting | $16,100 |
URDA PROFESSIONAL CORPORATION1+ years Filed as: URDA PROFESSIONALS Service code 29 · EIN 35-1640372 | Legal | $7,205 |
L.M. HENDERSON & COMPANY, LLP1+ years Filed as: L.M. HENDERSON Service code 10 · EIN 20-5520612 | Accounting | $7,000 |
Annual investment return is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $104,915 | $39,859+163.2% | $78,676+33.4% | $57,658+82.0% |
| Participation rate | 100.0% | 66.1%+33.9pp | 73.6%+26.4pp | 70.2%+29.8pp |
| Annual return | 2.04% | 18.96%-16.9pp | 62.19%-60.1pp | 5.13%-3.1pp |
| Employer contribution / active EE | $7,540 | $1,786+322.2% | $2,850+164.5% | $1,974+282.0% |
| Participant deferral / active EE | $0 | $2,248-100.0% | $3,517-100.0% | $3,061-100.0% |
| Admin fee / account holder | $212 | $76+178.1% | $4,510-95.3% | $95+124.2% |