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| Provider | Service type | Compensation |
|---|---|---|
Filed as: PRUDENTIAL RETIRE INS AND ANNY CO Service code 15 · EIN 06-1050034 | Recordkeeping | $37,524 |
ZENITH AMERICAN SOLUTIONS3+ years Service code 10 · EIN 52-1590516 | Accounting | $28,908 |
THE SEGAL COMPANY2 years Filed as: SEGAL MARCO ADVISORS Service code 27 · EIN 13-2646110 | Advisory (Plan) | $25,000 |
LEGACY PROFESSIONALS LLP3+ years Service code 10 · EIN 32-0043599 | Accounting | $16,500 |
THE SEGAL COMPANY1 year Filed as: THE SEGAL COMPANY (MIDWEST) INC. Service code 16 · EIN 13-1975125 | Consulting | $15,093 |
L.M. HENDERSON & COMPANY, LLP3+ years Filed as: L.M. HENDERSON Service code 10 · EIN 20-5520612 | Accounting | $7,899 |
Service code 29 · EIN 35-1640372 | Legal | $6,353 |
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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $126,796 | $43,999+188.2% | $79,467+59.6% | $55,725+127.5% |
| Participation rate | 100.0% | 66.9%+33.1pp | 73.3%+26.7pp | 70.9%+29.1pp |
| Annual return | 8.63% | 1.81%+6.8pp | 718.30%-709.7pp | 244.93%-236.3pp |
| Employer contribution / active EE | $7,942 | $1,830+334.1% | $2,800+183.6% | $2,078+282.2% |
| Participant deferral / active EE | $0 | $2,538-100.0% | $3,704-100.0% | $3,356-100.0% |
| Admin fee / account holder | $290 | $118+146.6% | $5,104-94.3% | $115+151.7% |