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| Provider | Service type | Compensation |
|---|---|---|
ZENITH AMERICAN SOLUTIONS2+ years Filed as: ZENITH-AMERICAN SOLUTIONS Service code 13 · EIN 52-1590516 | Contract Administrator | $86,110 |
INTECH INVESTMENT MANAGEMENT LLC2+ years Filed as: INTECH ENHANCED PLUS FUND LLC Service code 28 · EIN 20-0780118 | Investment Management | $67,362 |
SCHUCHAT, COOK & WERNER2+ years Service code 29 · EIN 43-0736301 | Legal | $39,948 |
EKON BENEFITS2+ years Service code 11 · EIN 43-1317863 | Actuarial | $28,750 |
ASB CAPITAL MANAGEMENT2+ years Service code 28 · EIN 80-0618452 | Investment Management | $27,433 |
PRINCIPAL LIFE INSURANCE COMPANY2+ years Filed as: PRINCIPAL GLOBAL INVESTORS Service code 21 · EIN 04-2453734 | Bank Trustee | $26,727 |
Filed as: MERRILL LYNCH Service code 27 · EIN 43-0265140 | Advisory (Plan) | $15,950 |
BANK OF EDWARDSVILLE2+ years Service code 19 · EIN 37-0259190 | Securities Custodian | $7,000 |
MICHAEL CUMMINS, CPA, P.C.2+ years Filed as: MICHAEL CUMMINS CPA PC Service code 10 · EIN 43-1555780 | Accounting | $5,100 |
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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 | $90,272-100.0% | $184,886-100.0% | $1,723,788-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 47.1%-47.1pp | 1.9%-1.9pp |
| Annual return | 12.81% | 11.78%+1.0pp | 8.32%+4.5pp | 23.90%-11.1pp |
| Employer contribution / active EE | $15,610 | $11,309+38.0% | $30,793-49.3% | $16,539-5.6% |
| Participant deferral / active EE | $0 | $0 | $90-100.0% | $350-100.0% |
| Admin fee / account holder | $0 | $337-100.0% | $2,802-100.0% | $18,975-100.0% |