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| Provider | Service type | Compensation |
|---|---|---|
ZENITH AMERICAN SOLUTIONS3+ years Filed as: ZENITH-AMERICAN SOLUTIONS Service code 13 · EIN 52-1590516 | Contract Administrator | $90,569 |
INTECH INVESTMENT MANAGEMENT LLC3+ years Filed as: INTECH ENHANCED PLUS FUND LLC Service code 28 · EIN 20-0780118 | Investment Management | $75,076 |
PRINCIPAL LIFE INSURANCE COMPANY3+ years Filed as: PRINCIPAL GLOBAL INVESTORS Service code 21 · EIN 04-2453734 | Bank Trustee | $28,917 |
ASB CAPITAL MANAGEMENT3+ years Service code 28 · EIN 80-0618452 | Investment Management | $28,720 |
EKON BENEFITS3+ years Service code 11 · EIN 43-1317863 | Actuarial | $27,250 |
Filed as: MERRILL LYNCH Service code 27 · EIN 43-0265140 | Advisory (Plan) | $15,950 |
SCHUCHAT, COOK & WERNER3+ years Service code 29 · EIN 43-0736301 | Legal | $10,690 |
BANK OF EDWARDSVILLE3+ years Service code 19 · EIN 37-0259190 | Securities Custodian | $7,000 |
MICHAEL CUMMINS, CPA, P.C.3+ years Filed as: MICHAEL CUMMINS CPA PC Service code 10 · EIN 43-1555780 | Accounting | $5,200 |
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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 | $61,831-100.0% | $245,396-100.0% | $18,026,966-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 43.0%-43.0pp | 1.8%-1.8pp |
| Annual return | 8.77% | 4.25%+4.5pp | -752.26%+761.0pp | 0.19%+8.6pp |
| Employer contribution / active EE | $14,610 | $11,906+22.7% | $31,802-54.1% | $13,763+6.2% |
| Participant deferral / active EE | $0 | $1,467-100.0% | $47-100.0% | $804-100.0% |
| Admin fee / account holder | $0 | $593-100.0% | $1,223-100.0% | $426-100.0% |