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| Provider | Service type | Compensation |
|---|---|---|
ZENITH AMERICAN SOLUTIONS1+ years Filed as: ZENITH AMERICAN SOLUTIONS, INC. Service code 13 · EIN 52-1590516 | Contract Administrator | $80,484 |
MILLIMAN, INC.1+ years Filed as: MILLIMAN, INC Service code 13 · EIN 91-0675641 | Contract Administrator | $52,448 |
WELLS FARGO BANK, N.A.1+ years Filed as: WELLS FARGO ADVISORS Service code 26 · EIN 34-1542819 | Advisory (Participants) | $40,000 |
LEONARD, O'BRIEN, SPENCER, GALE1+ years Filed as: LEONARD, OBRIEN, SPENCER, GALE & SA Service code 29 · EIN 41-0956652 | Legal | $37,813 |
MATRIX TRUST COMPANY1+ years Service code 19 · EIN 75-3182674 | Securities Custodian | $15,275 |
LEGACY PROFESSIONALS LLP1+ years Service code 10 · EIN 32-0043599 | Accounting | $14,500 |
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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $36,573 | $50,498-27.6% | $75,784-51.7% | $55,191-33.7% |
| Participation rate | 89.7% | 69.4%+20.2pp | 75.8%+13.8pp | 69.2%+20.5pp |
| Annual return | 0.14% | 1.80%-1.7pp | 9.68%-9.5pp | 10.78%-10.6pp |
| Employer contribution / active EE | $1,379 | $2,291-39.8% | $3,323-58.5% | $1,899-27.4% |
| Participant deferral / active EE | $0 | $2,589-100.0% | $3,652-100.0% | $3,046-100.0% |
| Admin fee / account holder | $299 | $123+143.3% | $5,300-94.4% | $91+229.8% |