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| Provider | Service type | Compensation |
|---|---|---|
ZENITH AMERICAN SOLUTIONS1+ years Filed as: ZENITH ADMINISTRATORS Service code 14 · EIN 52-1590516 | Plan Administrator | $45,530 |
MILLIMAN, INC.1+ years Filed as: MILLIMAN, USA Service code 11 · EIN 91-0675641 | Actuarial | $22,783 |
HAMMOND AND SHINNERS, P.C.1+ years Filed as: HAMMOND AND SHINNERS, PC Service code 29 · EIN 43-1429257 | Legal | $6,974 |
NEOSHO ADVISORS LLC1+ years Filed as: NEOSHO ADVISORS Service code 27 · EIN 26-4141994 | Advisory (Plan) | $5,000 |
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Annual investment return is in the bottom quintile of the peer cohort.
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 | $49,677-100.0% | $111,575-100.0% | $49,677-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 8.4%-8.4pp | 3.6%-3.6pp |
| Annual return | -4.52% | 4.01%-8.5pp | 18.87%-23.4pp | 11.88%-16.4pp |
| Employer contribution / active EE | $2,305 | $9,840-76.6% | $19,828-88.4% | $14,612-84.2% |
| Participant deferral / active EE | $0 | $19-100.0% | $68-100.0% | $518-100.0% |
| Admin fee / account holder | $0 | $637-100.0% | $262-100.0% | $637-100.0% |