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| Provider | Service type | Compensation |
|---|---|---|
ZENITH AMERICAN SOLUTIONS4+ years Filed as: ZENITH AMERICAN SOLUTIONS, INC. Service code 13 · EIN 52-1590516 | Contract Administrator | $166,034 |
MEKETA INVESTMENT GROUP4+ years Service code 27 · EIN 04-2659023 | Advisory (Plan) | $97,895 |
INDEPENDENT FINANCIAL PARTNERS4+ years Filed as: CHAMPLAIN INVESTMENT PARTNERS Service code 28 · EIN 20-1367417 | Investment Management | $81,257 |
UNION BANK & TRUST COMPANY4+ years Service code 19 · EIN 41-1267434 | Securities Custodian | $79,720 |
THE SEGAL COMPANY4+ years Service code 11 · EIN 13-1975125 | Actuarial | $67,483 |
STATE STREET GLOBAL ADVISORS4+ years Service code 18 · EIN 81-4017137 | Custodial (securities); Investment ma... | $56,593 |
Service code 29 · EIN 41-1654544 | Legal | $47,450 |
LEGACY PROFESSIONALS LLP4+ years Service code 10 · EIN 32-0043599 | Accounting | $25,500 |
QUALITY RESOURCE GROUP2 years Service code 36 · EIN 41-1762007 | Copying and duplicating | $6,083 |
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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 | $341,093,897-100.0% | $362,723-100.0% | $341,093,897-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 37.9%-37.9pp | 0.0%0pp |
| Annual return | 10.42% | 12.20%-1.8pp | 10.56%-0.1pp | 21.83%-11.4pp |
| Employer contribution / active EE | $8,997 | $12,801-29.7% | $30,199-70.2% | $12,237-26.5% |
| Participant deferral / active EE | $0 | $0 | $33-100.0% | $987-100.0% |
| Admin fee / account holder | $0 | $1,551,325-100.0% | $2,168-100.0% | $1,551,325-100.0% |