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| Provider | Service type | Compensation |
|---|---|---|
ZENITH AMERICAN SOLUTIONS2+ years Filed as: ZENITH AMERICAN SOLUTIONS, INC. Service code 13 · EIN 52-1590516 | Contract Administrator | $78,240 |
MILLIMAN, INC.2+ years Filed as: MILLIMAN, INC Service code 13 · EIN 91-0675641 | Contract Administrator | $53,615 |
WELLS FARGO BANK, N.A.2+ years Filed as: WELLS FARGO ADVISORS Service code 26 · EIN 34-1542819 | Advisory (Participants) | $40,000 |
LEONARD, O'BRIEN, SPENCER, GALE2+ years Filed as: LEONARD, OBRIEN, SPENCER, GALE & SA Service code 29 · EIN 41-0956652 | Legal | $30,683 |
MATRIX TRUST COMPANY2+ years Service code 19 · EIN 75-3182674 | Securities Custodian | $15,495 |
LEGACY PROFESSIONALS LLP2+ years Service code 10 · EIN 32-0043599 | Accounting | $14,500 |
Filed as: BAC SERVICE CORPORATION Service code 13 · EIN 81-1520819 | Contract Administrator | $6,576 |
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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $25,940 | $57,921-55.2% | $84,753-69.4% | $57,658-55.0% |
| Participation rate | 93.4% | 72.9%+20.5pp | 76.6%+16.8pp | 70.2%+23.2pp |
| Annual return | 6.46% | 10.24%-3.8pp | 22.78%-16.3pp | 5.13%+1.3pp |
| Employer contribution / active EE | $1,340 | $2,598-48.4% | $3,574-62.5% | $1,974-32.1% |
| Participant deferral / active EE | $0 | $2,742-100.0% | $3,712-100.0% | $3,061-100.0% |
| Admin fee / account holder | $195 | $130+50.3% | $5,333-96.3% | $95+106.2% |