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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 | $155,093 |
MEKETA INVESTMENT GROUP2+ years Service code 27 · EIN 04-2659023 | Advisory (Plan) | $95,276 |
INDEPENDENT FINANCIAL PARTNERS2+ years Filed as: CHAMPLAIN INVESTMENT PARTNERS Service code 28 · EIN 20-1367417 | Investment Management | $73,179 |
UNION BANK & TRUST COMPANY2+ years Service code 19 · EIN 41-1267434 | Securities Custodian | $69,299 |
THE SEGAL COMPANY2+ years Service code 11 · EIN 13-1975125 | Actuarial | $61,293 |
Service code 29 · EIN 41-1654544 | Legal | $47,067 |
STATE STREET GLOBAL ADVISORS2+ years Service code 18 · EIN 04-1867445 | Custodial (other than securities); So... | $27,932 |
LEGACY PROFESSIONALS LLP2+ years Service code 10 · EIN 32-0043599 | Accounting | $25,000 |
Filed as: INSTITUTIONAL CAPITAL LLC Service code 28 · EIN 03-0598064 | Investment Management | $7,236 |
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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 | $184,886-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 47.1%-47.1pp | 0.0%0pp |
| Annual return | 14.91% | 12.33%+2.6pp | 8.32%+6.6pp | 17.84%-2.9pp |
| Employer contribution / active EE | $6,885 | $11,641-40.9% | $30,793-77.6% | $14,688-53.1% |
| Participant deferral / active EE | $0 | $0 | $90-100.0% | $770-100.0% |
| Admin fee / account holder | $0 | $0 | $2,802-100.0% | - |