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| Provider | Service type | Compensation |
|---|---|---|
ZENITH AMERICAN SOLUTIONS3+ years Service code 13 · EIN 52-1590516 | Contract Administrator | $173,438 |
Filed as: WILLIG WILLIAMS & DAVIDSON Service code 29 · EIN 23-2416488 | Legal | $57,492 |
AON CONSULTING1 year Filed as: AON HEWITT INVESTMENT Service code 27 200 E RANDOLPH ST · CHICAGO, IL 60601 | Advisory (Plan) | $48,750 |
EDWIN A STEINBERG2 years Filed as: EDWIN T. BURTON Service code 27 2505 HUNT COUNTRY LN · CHARLOTTESVILLE, VA 22901 | Advisory (Plan) | $40,000 |
Service code 11 11590 N MERIDIAN ST, SUITE 610 · CARMEL, IN 46032 | Actuarial | $40,000 |
UNION BANK & TRUST COMPANY2 years Filed as: UNION BANK & TRUST Service code 19 · EIN 41-1267434 | Securities Custodian | $20,664 |
THE SEGAL COMPANY3+ years Filed as: SEGAL COMPANY Service code 17 · EIN 13-1975125 | Pension Consulting | $18,691 |
MEKETA INVESTMENT GROUP3+ years Service code 17 · EIN 04-2659023 | Pension Consulting | $18,470 |
CALIBRE CPA GROUP PLLC3+ years Service code 10 · EIN 47-0900880 | Accounting | $15,369 |
LONG, RAGSDALE & WATERS P.C.2 years Service code 29 · EIN 62-1287276 | Legal | $8,455 |
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Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $0 | $85,985-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 19.2%-19.2pp | 0.0%0pp |
| Annual return | 14.81% | 16.52%-1.7pp | 14.20%+0.6pp | 17.84%-3.0pp |
| Employer contribution / active EE | $9,756 | $13,798-29.3% | $27,968-65.1% | $14,688-33.6% |
| Participant deferral / active EE | $0 | $43-100.0% | $576-100.0% | $770-100.0% |
| Admin fee / account holder | $0 | $0 | $6,028-100.0% | - |