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| Provider | Service type | Compensation |
|---|---|---|
ZENITH AMERICAN SOLUTIONS8+ years Filed as: ZENITH AMERICAN SOLUTIONS, INC. Service code 13 · EIN 52-1590516 | Contract Administrator | $183,979 |
MEKETA INVESTMENT GROUP8+ years Service code 27 · EIN 04-2659023 | Advisory (Plan) | $106,167 |
Filed as: CONSTITUTION CAPITAL Service code 18 · EIN 74-3246212 | Other investment fees and expenses; C... | $103,338 |
UNION BANK & TRUST COMPANY8+ years Service code 19 · EIN 41-1267434 | Securities Custodian | $94,662 |
INDEPENDENT FINANCIAL PARTNERS8+ years Filed as: CHAMPLAIN INVESTMENT PARTNERS Service code 28 · EIN 20-1367417 | Investment Management | $75,439 |
THE SEGAL COMPANY8+ years Service code 11 · EIN 13-1975125 | Actuarial | $63,800 |
STATE STREET GLOBAL ADVISORS8+ years Service code 18 · EIN 81-4017137 | Custodial (other than securities); So... | $33,575 |
LEGACY PROFESSIONALS LLP8+ years Service code 10 · EIN 32-0043599 | Accounting | $33,207 |
Service code 29 · EIN 34-4439491 | Legal | $28,396 |
Service code 29 · EIN 41-1654544 | Legal | $18,371 |
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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $4,369,090-100.0% | $473,625-100.0% | $3,299,877-100.0% |
| Participation rate | 0.0% | 4.8%-4.8pp | 37.3%-37.3pp | 2.3%-2.3pp |
| Annual return | 4.77% | 7.15%-2.4pp | 20.18%-15.4pp | 37.74%-33.0pp |
| Employer contribution / active EE | $13,832 | $13,270+4.2% | $29,108-52.5% | $15,788-12.4% |
| Participant deferral / active EE | $0 | $732-100.0% | $6-100.0% | $732-100.0% |
| Admin fee / account holder | $0 | $12,034-100.0% | $2,262-100.0% | $9,287-100.0% |