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| Provider | Service type | Compensation |
|---|---|---|
ZENITH AMERICAN SOLUTIONS3 years Service code 13 · EIN 52-1590516 | Contract Administrator | $53,804 |
O'DONOGHUE & O'DONOGHUE8+ years Filed as: O'DONOGHUE AND O'DONOGHUE Service code 29 · EIN 52-0120528 | Legal | $52,203 |
Service code 27 · EIN 36-4291971 | Advisory (Plan) | $33,112 |
SARFINO AND RHOADES, LLP8+ years Service code 10 · EIN 52-0961657 | Accounting | $18,485 |
THE SEGAL COMPANY4 years Filed as: SEGAL SELECT INSURANCE SERVICES INC Service code 53 · EIN 46-0619194 | Insurance Commissions | $17,187 |
Filed as: EMPOWER ANNUITY INSURANCE CO. Service code 52 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Indirect Investment Fees | $9,475 |
NOVAK FRANCELLA LLC8+ years Service code 10 · EIN 61-1436956 | Accounting | $8,087 |
AMERICAN CENTURY6 years Service code 52 · EIN 43-1646043 | Indirect Investment Fees | $0 |
AMERICAN FUNDS6 years Service code 52 · EIN 95-1411037 | Indirect Investment Fees | $0 |
Filed as: CARILLON FAMILY OF FUND Service code 52 | Indirect Investment Fees | $0 |
Annual investment return 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 | $68,646 | $70,048-2.0% | $112,270-38.9% | $78,104-12.1% |
| Participation rate | 100.0% | 84.1%+15.9pp | 75.1%+24.9pp | 74.5%+25.5pp |
| Annual return | -16.81% | -10.85%-6.0pp | 27.49%-44.3pp | 10.90%-27.7pp |
| Employer contribution / active EE | $5,302 | $4,000+32.5% | $3,635+45.8% | $3,128+69.5% |
| Participant deferral / active EE | $0 | $3,679-100.0% | $4,729-100.0% | $5,089-100.0% |
| Admin fee / account holder | $37 | $127-70.6% | $6,411-99.4% | $79-52.8% |