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| Provider | Service type | Compensation |
|---|---|---|
ZENITH AMERICAN SOLUTIONS1+ years Filed as: ZENITH-AMERICAN SOLUTIONS Service code 13 · EIN 52-1590516 | Contract Administrator | $85,329 |
INTECH INVESTMENT MANAGEMENT LLC1+ years Filed as: INTECH ENHANCED PLUS FUND LLC Service code 28 · EIN 20-0780118 | Investment Management | $63,883 |
SCHUCHAT, COOK & WERNER1+ years Service code 29 · EIN 43-0736301 | Legal | $35,362 |
EKON BENEFITS1+ years Service code 11 · EIN 43-1317863 | Actuarial | $26,996 |
PRINCIPAL LIFE INSURANCE COMPANY1+ years Filed as: PRINCIPAL GLOBAL INVESTORS Service code 21 · EIN 04-2453734 | Bank Trustee | $25,938 |
Filed as: MERRILL LYNCH Service code 27 · EIN 43-0265140 | Advisory (Plan) | $16,700 |
ASB CAPITAL MANAGEMENT1+ years Service code 28 · EIN 80-0618452 | Investment Management | $13,165 |
BANK OF EDWARDSVILLE1+ years Service code 19 · EIN 37-0259190 | Securities Custodian | $7,000 |
MICHAEL CUMMINS, CPA, P.C.1+ years Filed as: MICHAEL CUMMINS CPA PC Service code 10 · EIN 43-1555780 | Accounting | $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 | $35,636-100.0% | $209,859-100.0% | $35,636-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 42.7%-42.7pp | 1.8%-1.8pp |
| Annual return | 0.45% | 3.49%-3.0pp | 4.16%-3.7pp | 7.18%-6.7pp |
| Employer contribution / active EE | $10,820 | $11,083-2.4% | $29,966-63.9% | $13,095-17.4% |
| Participant deferral / active EE | $0 | $0 | $145-100.0% | $385-100.0% |
| Admin fee / account holder | $0 | $362-100.0% | $13,952-100.0% | $362-100.0% |