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| Provider | Service type | Compensation |
|---|---|---|
ZENITH AMERICAN SOLUTIONS5+ years Filed as: ZENITH ADMINISTRATORS Service code 14 · EIN 52-1590516 | Plan Administrator | $45,530 |
MILLIMAN, INC.5+ years Filed as: MILLIMAN, USA Service code 11 · EIN 91-0675641 | Actuarial | $24,275 |
RSM US LLP4 years Service code 10 · EIN 42-0714325 | Accounting | $16,955 |
Filed as: INVESTMENT CONSULTING SERVICES Service code 27 · EIN 32-0016703 | Advisory (Plan) | $16,808 |
HAMMOND AND SHINNERS, P.C.5+ years Filed as: HAMMOND AND SHINNERS, PC Service code 29 · EIN 43-1429257 | Legal | $6,481 |
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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 | $409,661-100.0% | $2,066,441-100.0% | $409,661-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 7.0%-7.0pp | 1.7%-1.7pp |
| Annual return | 11.84% | 9.42%+2.4pp | 10.57%+1.3pp | 627.08%-615.2pp |
| Employer contribution / active EE | $1,808 | $11,814-84.7% | $18,335-90.1% | $18,824-90.4% |
| Participant deferral / active EE | $0 | $8-100.0% | $5-100.0% | $418-100.0% |
| Admin fee / account holder | $0 | $1,923-100.0% | $8,713-100.0% | $1,923-100.0% |