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| Provider | Service type | Compensation |
|---|---|---|
ZENITH AMERICAN SOLUTIONS2+ years Service code 13 · EIN 52-1590516 | Contract Administrator | $104,934 |
THE SEGAL COMPANY2+ years Filed as: SEGAL COMPANY Service code 17 · EIN 13-1975125 | Pension Consulting | $60,626 |
MEKETA INVESTMENT GROUP2+ years Service code 17 · EIN 04-2659023 | Pension Consulting | $32,391 |
EDWIN A STEINBERG1 year Filed as: EDWIN T. BURTON Service code 70 | Consulting Fees | $21,051 |
Service code 29 | Legal | $14,636 |
Filed as: UNION BANK & TRUST Service code 19 | Securities Custodian | $13,897 |
CALIBRE CPA GROUP PLLC2+ years Service code 10 · EIN 47-0900880 | Accounting | $9,671 |
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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $381,942,733-100.0% | $442,730-100.0% | $381,942,733-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 12.5%-12.5pp | 0.0%0pp |
| Annual return | 7.17% | 6.68%+0.5pp | 4.72%+2.5pp | 9.19%-2.0pp |
| Employer contribution / active EE | $8,158 | $25,873-68.5% | $30,821-73.5% | $12,608-35.3% |
| Participant deferral / active EE | $0 | $50-100.0% | $113-100.0% | $1,615-100.0% |
| Admin fee / account holder | $0 | $2,655,710-100.0% | $2,146-100.0% | $2,655,710-100.0% |