Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
ZENITH AMERICAN SOLUTIONS8+ years Service code 13 · EIN 52-1590516 | Contract Administrator | $95,320 |
AON CONSULTING6 years Filed as: AON HEWITT INVESTMENT Service code 27 200 E RANDOLPH STREET · CHICAGO, IL 60601 | Advisory (Plan) | $75,000 |
EDWIN A STEINBERG4 years Filed as: EDWIN T BURTON Service code 27 155 HAYDEN ROAD · WEEMS, VA 22576 | Advisory (Plan) | $61,245 |
UNION BANK & TRUST COMPANY7 years Filed as: UNION BANK & TRUST Service code 19 · EIN 41-1267434 | Securities Custodian | $59,943 |
BENESYS, INC.4 years Filed as: UNITED ACTUARIAL SERVICES INC Service code 11 · EIN 35-2156428 11590 N MERIDIAN STREET · CARMEL, IN 46032 | Actuarial | $50,100 |
ALAN ROSS & COMPANY, PC3 years Filed as: ALAN ROSS & COMPANY PC Service code 10 · EIN 20-5367494 10 HEARTHSTONE COURT, SUITE 100 · READING, PA 19606 | Accounting | $15,000 |
WILLIG, WILLIAMS & DAVIDSON6 years Filed as: WILLIG WILLIAMS & DAVIDSON Service code 29 · EIN 23-2416488 | Legal | $9,494 |
Sign up free to preview 1 actuary disclosure
Free accounts unlock saves, downloads, and 3-year history.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $164,233-100.0% | - | $164,233-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 0.0%0pp | 0.0%0pp |
| Annual return | -10.86% | -4.95%-5.9pp | 22.50%-33.4pp | 2.78%-13.6pp |
| Employer contribution / active EE | $13,903 | $15,740-11.7% | $33,849-58.9% | $15,276-9.0% |
| Participant deferral / active EE | $0 | $721-100.0% | $101-100.0% | $691-100.0% |
| Admin fee / account holder | $0 | $1,015-100.0% | - | $1,015-100.0% |