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| Provider | Service type | Compensation |
|---|---|---|
ZENITH AMERICAN SOLUTIONS6+ years Service code 13 · EIN 52-1590516 | Contract Administrator | $120,189 |
AON CONSULTING4 years Filed as: AON HEWITT INVESTMENT Service code 27 200 E RANDOLPH STREET · CHICAGO, IL 60601 | Advisory (Plan) | $72,500 |
EDWIN A STEINBERG2 years Filed as: EDWIN T BURTON Service code 27 155 HAYDEN ROAD · WEEMS, VA 22576 | Advisory (Plan) | $60,052 |
UNION BANK & TRUST COMPANY5 years Filed as: UNION BANK & TRUST Service code 19 · EIN 41-1267434 | Securities Custodian | $46,342 |
BENESYS, INC.2 years Filed as: UNITED ACTUARIAL SERVICES INC Service code 11 11590 N MERIDIAN STREET · CARMEL, IN 46032 | Actuarial | $46,305 |
WILLIG, WILLIAMS & DAVIDSON4 years Filed as: WILLIG WILLIAMS & DAVIDSON Service code 29 · EIN 23-2416488 | Legal | $25,141 |
ALAN ROSS & COMPANY, PC1 year Filed as: ALAN ROSS & COMPANY PC Service code 10 · EIN 20-5367494 10 HEARTHSTONE COURT, SUITE 100 · READING, PA 19606 | Accounting | $15,000 |
WITHUMSMITH+BROWN, PC2 years Filed as: GELLERT SCALI BUSEKELL & BROWN Service code 29 · EIN 46-0997626 | Legal | $6,778 |
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Employer contribution per participant is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $0 | $353,945-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 20.8%-20.8pp | 0.0%0pp |
| Annual return | 17.75% | 10.88%+6.9pp | 10.57%+7.2pp | 12.86%+4.9pp |
| Employer contribution / active EE | $5,299 | $18,143-70.8% | $29,483-82.0% | $13,687-61.3% |
| Participant deferral / active EE | $0 | $4-100.0% | $150-100.0% | $833-100.0% |
| Admin fee / account holder | $0 | $0 | $2,009-100.0% | - |