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| Provider | Service type | Compensation |
|---|---|---|
ZENITH AMERICAN SOLUTIONS3+ years Filed as: ZENITH ADMINISTRATORS Service code 14 · EIN 52-1590516 | Plan Administrator | $45,529 |
MILLIMAN, INC.3+ years Filed as: MILLIMAN, USA Service code 11 · EIN 91-0675641 | Actuarial | $26,197 |
RSM US LLP2 years Service code 10 · EIN 42-0714325 | Accounting | $9,015 |
HAMMOND AND SHINNERS, P.C.3+ years Filed as: HAMMOND AND SHINNERS, PC Service code 29 · EIN 43-1429257 | Legal | $8,186 |
NEOSHO ADVISORS LLC3+ years Filed as: NEOSHO ADVISORS Service code 27 · EIN 26-4141994 | Advisory (Plan) | $5,000 |
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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 | $37,197-100.0% | $98,614-100.0% | $37,197-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 8.8%-8.8pp | 4.7%-4.7pp |
| Annual return | 16.12% | -1.87%+18.0pp | -0.41%+16.5pp | -0.69%+16.8pp |
| Employer contribution / active EE | $2,093 | $8,333-74.9% | $15,396-86.4% | $16,786-87.5% |
| Participant deferral / active EE | $0 | $11-100.0% | $26-100.0% | $525-100.0% |
| Admin fee / account holder | $0 | $124-100.0% | $2,970-100.0% | $124-100.0% |