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| Provider | Service type | Compensation |
|---|---|---|
ZENITH AMERICAN SOLUTIONS2+ years Service code 13 · EIN 52-1590516 | Contract Administrator | $28,836 |
THE SEGAL COMPANY1 year Filed as: SEGAL MARCO ADVISORS Service code 27 · EIN 13-2646110 | Advisory (Plan) | $25,000 |
LEGACY PROFESSIONALS LLP2+ years Service code 10 · EIN 32-0043599 | Accounting | $16,500 |
L.M. HENDERSON & COMPANY, LLP2+ years Filed as: L.M. HENDERSON Service code 10 · EIN 20-5520612 | Accounting | $6,250 |
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 | $114,736 | $46,100+148.9% | $86,582+32.5% | $69,631+64.8% |
| Participation rate | 100.0% | 67.2%+32.8pp | 73.5%+26.5pp | 70.7%+29.3pp |
| Annual return | 8.71% | 21.02%-12.3pp | 965.08%-956.4pp | 27571.02%-27562.3pp |
| Employer contribution / active EE | $7,255 | $1,850+292.2% | $2,839+155.5% | $2,032+257.0% |
| Participant deferral / active EE | $0 | $2,432-100.0% | $3,609-100.0% | $3,224-100.0% |
| Admin fee / account holder | $190 | $94+103.0% | $4,904-96.1% | $110+72.5% |