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| Provider | Service type | Compensation |
|---|---|---|
ZENITH AMERICAN SOLUTIONS4 years Service code 13 · EIN 25-1139840 | Contract Administrator | $100,800 |
THE SEGAL COMPANY6+ years Service code 11 · EIN 13-4835864 | Actuarial | $53,380 |
Service code 27 · EIN 36-3555078 | Advisory (Plan) | $44,000 |
JOHNSTON ASSET MANAGEMENT6+ years Filed as: JOHNSTON ASSET MGMT Service code 28 · EIN 13-3257590 | Investment Management | $39,412 |
NEWTOWER TRUST COMPANY2 years Service code 28 · EIN 30-0872552 | Investment Management | $33,736 |
ASB CAPITAL MANAGEMENT6+ years Filed as: ASB CAPITAL Service code 28 · EIN 80-0618452 | Investment Management | $28,131 |
O'DONOGHUE & O'DONOGHUE2 years Service code 29 · EIN 53-0120528 | Legal | $27,482 |
ROTHSCHILD ASSET MANAGEMENT6+ years Service code 28 · EIN 13-2544634 | Investment Management | $24,778 |
NOVAK FRANCELLA LLC2 years Filed as: NOVAK FRANCELLA, LLC Service code 10 · EIN 61-1436956 | Accounting | $18,274 |
Filed as: SIERRA INVESTMENT PARTNERS INC Service code 28 · EIN 68-0370668 | Investment Management | $17,462 |
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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 | $1,055,769-100.0% | $165,322-100.0% | $2,822,362-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 32.5%-32.5pp | 0.6%-0.6pp |
| Annual return | 4.27% | 6.41%-2.1pp | 8.01%-3.7pp | 11.45%-7.2pp |
| Employer contribution / active EE | $3,078 | $11,592-73.5% | $29,475-89.6% | $17,219-82.1% |
| Participant deferral / active EE | $0 | $0 | $735-100.0% | $357-100.0% |
| Admin fee / account holder | $0 | $13,084-100.0% | $637-100.0% | $15,480-100.0% |