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| Provider | Service type | Compensation |
|---|---|---|
ZENITH AMERICAN SOLUTIONS3+ years Filed as: ZENITH AMERICAN SOLUTIONS, INC. Service code 13 · EIN 52-1590516 | Contract Administrator | $78,987 |
MILLIMAN, INC.3+ years Filed as: MILLIMAN, INC Service code 13 · EIN 91-0675641 | Contract Administrator | $71,241 |
WELLS FARGO BANK, N.A.3+ years Filed as: WELLS FARGO ADVISORS Service code 26 · EIN 34-1542819 | Advisory (Participants) | $40,000 |
LEONARD, O'BRIEN, SPENCER, GALE3+ years Filed as: LEONARD, OBRIEN, SPENCER, GALE & SA Service code 29 · EIN 41-0956652 | Legal | $20,912 |
MATRIX TRUST COMPANY3+ years Service code 19 · EIN 75-3182674 | Securities Custodian | $16,345 |
LEGACY PROFESSIONALS LLP3+ years Service code 10 · EIN 32-0043599 | Accounting | $14,750 |
QUALITY RESOURCE GROUP1 year Filed as: QUALITY RESOURCE CENTER Service code 36 · EIN 41-1762007 | Copying and duplicating | $5,566 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $32,397 | $60,545-46.5% | $92,240-64.9% | $69,631-53.5% |
| Participation rate | 86.2% | 72.2%+14.0pp | 76.5%+9.7pp | 70.7%+15.5pp |
| Annual return | 13.43% | 19.71%-6.3pp | 176.29%-162.9pp | 27571.02%-27557.6pp |
| Employer contribution / active EE | $1,729 | $2,633-34.3% | $3,680-53.0% | $2,032-14.9% |
| Participant deferral / active EE | $0 | $2,828-100.0% | $3,897-100.0% | $3,224-100.0% |
| Admin fee / account holder | $235 | $145+62.4% | $5,194-95.5% | $110+112.9% |