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| Provider | Service type | Compensation |
|---|---|---|
ZENITH AMERICAN SOLUTIONS3 years Filed as: ZENITH AMERICAN SOLUTIONS, INC. Service code 13 · EIN 25-1696740 | Contract Administrator | $85,370 |
STACEY BRAUN ASSOCIATES, INC.4+ years Filed as: STACEY BRAUN ASSOCIATES Service code 27 · EIN 13-2889432 | Advisory (Plan) | $71,663 |
JENNINGS SIGMOND P.C.4+ years Filed as: JENNINGS SIGMOND Service code 29 · EIN 23-2025670 | Legal | $26,711 |
THE SEGAL COMPANY2 years Filed as: SEGAL COMPANY Service code 11 · EIN 13-1835864 | Actuarial | $24,000 |
BELFINT, LYONS & SHUMAN, P.A.4+ years Service code 10 · EIN 51-0232399 | Accounting | $21,450 |
PNC BANK, N.A.4+ years Filed as: PNC BANK Service code 19 · EIN 51-0015390 | Securities Custodian | $20,268 |
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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 | $3,370,408-100.0% | $161,646-100.0% | $3,370,408-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 15.5%-15.5pp | 1.2%-1.2pp |
| Annual return | 5.89% | 15.47%-9.6pp | 12.93%-7.0pp | 53.27%-47.4pp |
| Employer contribution / active EE | $3,899 | $15,545-74.9% | $35,210-88.9% | $14,774-73.6% |
| Participant deferral / active EE | $0 | $814-100.0% | $458-100.0% | $1,259-100.0% |
| Admin fee / account holder | $0 | $13,289-100.0% | $4,659-100.0% | $13,289-100.0% |