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| Provider | Service type | Compensation |
|---|---|---|
ZENITH AMERICAN SOLUTIONS4+ years Service code 13 · EIN 52-1590516 | Contract Administrator | $216,865 |
THE SEGAL COMPANY4+ years Service code 11 · EIN 13-1975125 | Actuarial | $187,934 |
BLACKROCK4+ years Filed as: BLACKROCK INSTITUTIONAL TRUST CO Service code 21 · EIN 94-3112180 | Bank Trustee | $142,455 |
ARMSTRONG TEASDALE4+ years Filed as: ARMSTRONG TEASDALE LLP Service code 29 · EIN 43-0685392 | Legal | $75,126 |
THE BANK OF NEW YORK MELLON4+ years Filed as: BNY MELLON Service code 50 · EIN 25-6078093 | Direct Payment | $62,150 |
THE BANK OF NEW YORK MELLON4+ years Service code 18 · EIN 13-5160382 | Direct payment from the plan; Custodi... | $53,219 |
STATE STREET GLOBAL ADVISORS4+ years Service code 28 · EIN 04-1867445 | Investment Management | $29,336 |
CLARK, SCHAEFER, HACKETT & CO.4+ years Service code 10 · EIN 31-0800053 | Accounting | $17,950 |
Filed as: JOHN HANCOCK LIFE INSURANCE Service code 21 · EIN 01-0233346 | Bank Trustee | $7,462 |
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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant 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 | $164,233-100.0% | $75,030-100.0% | $164,233-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 5.9%-5.9pp | 0.0%0pp |
| Annual return | -20.41% | 62.64%-83.0pp | -2.63%-17.8pp | 2.78%-23.2pp |
| Employer contribution / active EE | $0 | $9,627-100.0% | $29,813-100.0% | $15,276-100.0% |
| Participant deferral / active EE | $32 | $257-87.4% | $8+285.6% | $691-95.3% |
| Admin fee / account holder | $0 | $1,015-100.0% | $838-100.0% | $1,015-100.0% |