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| Provider | Service type | Compensation |
|---|---|---|
ZENITH AMERICAN SOLUTIONS2 years Service code 13 · EIN 25-1139840 | Contract Administrator | $99,983 |
THE SEGAL COMPANY4+ years Service code 11 · EIN 13-4835864 | Actuarial | $50,100 |
IPS RIA, LLC4+ years Filed as: IPS Service code 27 · EIN 36-3555078 | Advisory (Plan) | $31,950 |
JOHNSTON ASSET MANAGEMENT4+ years Filed as: JOHNSTON ASSET MGMT Service code 51 · EIN 13-3257590 | Investment Mgmt Fees | $28,349 |
ROTHSCHILD ASSET MANAGEMENT4+ years Service code 51 · EIN 13-2544634 | Investment Mgmt Fees | $27,292 |
ASB CAPITAL MANAGEMENT4+ years Filed as: ASB CAPITAL Service code 51 · EIN 80-0618452 | Investment Mgmt Fees | $26,231 |
O'DONOGHUE & O'DONOGHUE4+ years Filed as: ODONOGHUE & ODONOGHUE Service code 29 · EIN 53-0120528 | Legal | $17,755 |
INDEPENDENT FINANCIAL PARTNERS4+ years Filed as: SIERRA Service code 51 101 YGNACIO VALLEY ROAD, STE 300 · WALNUT CREEK, CA 94596 | Investment Mgmt Fees | $16,596 |
SALTER & COMPANY, LLC4+ years Service code 10 · EIN 20-8078757 | Accounting | $15,610 |
Filed as: HARDMAN JOHNSON Service code 51 300 ATLANTIC ST · STAMFORD, CT 06901 | Investment Mgmt Fees | $7,893 |
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Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $0 | $61,831-100.0% | $245,396-100.0% | $18,026,966-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 43.0%-43.0pp | 1.8%-1.8pp |
| Annual return | -4.40% | 4.25%-8.6pp | -752.26%+747.9pp | 0.19%-4.6pp |
| Employer contribution / active EE | $3,094 | $11,906-74.0% | $31,802-90.3% | $13,763-77.5% |
| Participant deferral / active EE | $0 | $1,467-100.0% | $47-100.0% | $804-100.0% |
| Admin fee / account holder | $0 | $593-100.0% | $1,223-100.0% | $426-100.0% |