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| Provider | Service type | Compensation |
|---|---|---|
Filed as: CONSTITUTION CAPITAL Service code 18 · EIN 74-3246212 | Other investment fees and expenses; C... | $350,282 |
ZENITH AMERICAN SOLUTIONS9+ years Filed as: ZENITH AMERICAN SOLUTIONS, INC. Service code 13 · EIN 52-1590516 | Contract Administrator | $183,685 |
MEKETA INVESTMENT GROUP9+ years Service code 27 · EIN 04-2659023 | Advisory (Plan) | $105,333 |
UNION BANK & TRUST COMPANY9+ years Service code 19 · EIN 41-1267434 | Securities Custodian | $101,573 |
THE SEGAL COMPANY9+ years Service code 11 · EIN 13-1975125 | Actuarial | $85,945 |
Service code 29 · EIN 34-4439491 | Legal | $63,892 |
INDEPENDENT FINANCIAL PARTNERS9+ years Filed as: CHAMPLAIN INVESTMENT PARTNERS Service code 28 · EIN 20-1367417 | Investment Management | $61,041 |
LEGACY PROFESSIONALS LLP9+ years Service code 10 · EIN 32-0043599 | Accounting | $34,051 |
STATE STREET GLOBAL ADVISORS9+ years Service code 18 · EIN 81-4017137 | Custodial (other than securities); In... | $14,933 |
FRSECURE2 years Service code 16 · EIN 26-3547185 | Consulting | $9,252 |
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Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $0 | $201,416-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 32.7%-32.7pp | 0.0%0pp |
| Annual return | 13.93% | 11.08%+2.9pp | 8.10%+5.8pp | 8.76%+5.2pp |
| Employer contribution / active EE | $15,187 | $13,910+9.2% | $28,649-47.0% | $16,664-8.9% |
| Participant deferral / active EE | $0 | $6,458-100.0% | $10-100.0% | $948-100.0% |
| Admin fee / account holder | $0 | $0 | $60,136-100.0% | - |