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| Provider | Service type | Compensation |
|---|---|---|
ZENITH AMERICAN SOLUTIONS7+ years Service code 13 · EIN 52-1590516 | Contract Administrator | $107,956 |
AON CONSULTING5 years Filed as: AON HEWITT INVESTMENT Service code 27 200 E RANDOLPH STREET · CHICAGO, IL 60601 | Advisory (Plan) | $75,000 |
UNION BANK & TRUST COMPANY6 years Filed as: UNION BANK & TRUST Service code 19 · EIN 41-1267434 | Securities Custodian | $63,357 |
EDWIN A STEINBERG3 years Filed as: EDWIN T BURTON Service code 27 155 HAYDEN ROAD · WEEMS, VA 22576 | Advisory (Plan) | $60,000 |
BENESYS, INC.3 years Filed as: UNITED ACTUARIAL SERVICES INC Service code 11 · EIN 35-2156428 11590 N MERIDIAN STREET · CARMEL, IN 46032 | Actuarial | $48,925 |
WILLIG, WILLIAMS & DAVIDSON5 years Filed as: WILLIG WILLIAMS & DAVIDSON Service code 29 · EIN 23-2416488 | Legal | $17,249 |
ALAN ROSS & COMPANY, PC2 years 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, PC3 years Filed as: GELLERT SCALI BUSEKELL & BROWN Service code 29 · EIN 46-0997626 1628 JOHN F KENNEDY BLVD STE 1901 · PHILADELPHIA, PA 19103 | Legal | $5,971 |
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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 | $444,552-100.0% | $490,804-100.0% | $444,552-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 7.1%-7.1pp | 3.7%-3.7pp |
| Annual return | 11.95% | 14.11%-2.2pp | 14.84%-2.9pp | 15.63%-3.7pp |
| Employer contribution / active EE | $7,618 | $13,673-44.3% | $37,950-79.9% | $11,476-33.6% |
| Participant deferral / active EE | $0 | $1-100.0% | $127-100.0% | $1,127-100.0% |
| Admin fee / account holder | $0 | $429-100.0% | $1-100.0% | $429-100.0% |