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| Provider | Service type | Compensation |
|---|---|---|
ZENITH AMERICAN SOLUTIONS2+ years Filed as: ZENITH ADMINISTRATORS Service code 14 · EIN 52-1590516 | Plan Administrator | $45,530 |
MILLIMAN, INC.2+ years Filed as: MILLIMAN, USA Service code 11 · EIN 91-0675641 | Actuarial | $19,185 |
HAMMOND AND SHINNERS, P.C.2+ years Filed as: HAMMOND AND SHINNERS, PC Service code 29 · EIN 43-1429257 | Legal | $10,251 |
WESTERHEIDE & COMPANY1 year Service code 10 | Accounting | $8,858 |
RSM US LLP1 year Service code 10 · EIN 42-0714325 | Accounting | $8,155 |
NEOSHO ADVISORS LLC2+ years Filed as: NEOSHO ADVISORS Service code 27 · EIN 26-4141994 | Advisory (Plan) | $5,000 |
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Employer contribution per participant 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 | $44,091-100.0% | $107,664-100.0% | $44,091-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 10.0%-10.0pp | 4.5%-4.5pp |
| Annual return | 11.87% | 12.12%-0.3pp | 337.46%-325.6pp | 13.95%-2.1pp |
| Employer contribution / active EE | $2,341 | $13,419-82.6% | $20,191-88.4% | $16,598-85.9% |
| Participant deferral / active EE | $0 | $14-100.0% | $30-100.0% | $511-100.0% |
| Admin fee / account holder | $0 | $612-100.0% | $1,663-100.0% | $612-100.0% |