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| Provider | Service type | Compensation |
|---|---|---|
ZENITH AMERICAN SOLUTIONS7+ years Filed as: ZENITH AMERICAN SOLUTIONS, INC. Service code 13 · EIN 52-1590516 | Contract Administrator | $183,053 |
Filed as: CONSTITUTION CAPITAL Service code 18 · EIN 74-3246212 | Custodial (other than securities); Cu... | $163,800 |
MEKETA INVESTMENT GROUP7+ years Service code 27 · EIN 04-2659023 | Advisory (Plan) | $98,000 |
UNION BANK & TRUST COMPANY7+ years Service code 19 · EIN 41-1267434 | Securities Custodian | $97,883 |
INDEPENDENT FINANCIAL PARTNERS7+ years Filed as: CHAMPLAIN INVESTMENT PARTNERS Service code 28 · EIN 20-1367417 | Investment Management | $97,592 |
THE SEGAL COMPANY7+ years Service code 11 · EIN 13-1975125 | Actuarial | $75,291 |
Service code 29 · EIN 41-1654544 | Legal | $39,759 |
LEGACY PROFESSIONALS LLP7+ years Service code 10 · EIN 32-0043599 | Accounting | $26,000 |
STATE STREET GLOBAL ADVISORS7+ years Service code 18 · EIN 81-4017137 | Custodial (other than securities); So... | $21,362 |
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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $164,233-100.0% | $164,721-100.0% | $164,233-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 21.0%-21.0pp | 0.0%0pp |
| Annual return | -6.24% | -8.26%+2.0pp | -5.85%-0.4pp | 2.77%-9.0pp |
| Employer contribution / active EE | $13,716 | $12,543+9.4% | $31,839-56.9% | $15,262-10.1% |
| Participant deferral / active EE | $0 | $0 | $2-100.0% | $691-100.0% |
| Admin fee / account holder | $0 | $1,015-100.0% | $1,000-100.0% | $1,015-100.0% |