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| Provider | Service type | Compensation |
|---|---|---|
ZENITH AMERICAN SOLUTIONS9+ years Service code 13 · EIN 52-1590516 | Contract Administrator | $114,385 |
AON CONSULTING7 years Filed as: AON HEWITT INVESTMENT Service code 27 200 E RANDOLPH STREET · CHICAGO, IL 60601 | Advisory (Plan) | $86,250 |
UNION BANK & TRUST COMPANY8 years Filed as: UNION BANK & TRUST Service code 19 · EIN 41-1267434 | Securities Custodian | $68,726 |
EDWIN A STEINBERG5 years Filed as: EDWIN T BURTON Service code 27 155 HAYDEN ROAD · WEEMS, VA 22576 | Advisory (Plan) | $61,318 |
BENESYS, INC.5 years Filed as: UNITED ACTUARIAL SERVICES INC Service code 11 · EIN 35-2156428 11590 N MERIDIAN STREET · CARMEL, IN 46032 | Actuarial | $50,600 |
ALAN ROSS & COMPANY, PC4 years Filed as: ALAN ROSS & COMPANY PC Service code 10 · EIN 20-5367494 10 HEARTHSTONE COURT, SUITE 100 · READING, PA 19606 | Accounting | $16,000 |
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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $13,363-100.0% | $7,193,366-100.0% | $13,363-100.0% |
| Participation rate | 0.0% | 2.2%-2.2pp | 16.7%-16.7pp | 2.2%-2.2pp |
| Annual return | 14.62% | 10.13%+4.5pp | 78.62%-64.0pp | 9.11%+5.5pp |
| Employer contribution / active EE | $11,433 | $13,162-13.1% | $31,646-63.9% | $12,231-6.5% |
| Participant deferral / active EE | $0 | $1,581-100.0% | $101-100.0% | $1,272-100.0% |
| Admin fee / account holder | $0 | $125-100.0% | $75,389-100.0% | $125-100.0% |