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| Provider | Service type | Compensation |
|---|---|---|
Filed as: ZENITH AMERICA SOLUTIONS Service code 13 · EIN 59-1953076 1600 HIGHWAY 6 SOUTH STE 340 · SUGAR LAND, TX 77478 | Contract Administrator | $60,000 |
HORIZON ACTUARIAL SERVICES, LLC7+ years Filed as: HORIZON ACTUARIAL SERVICES Service code 11 · EIN 26-1370698 1040 CROWN POINT PKWAY, STE 560 · ATLANTA, GA 30338 | Actuarial | $56,150 |
PIMCO FUNDS7+ years Filed as: PIMCO INVESTMENT MANAGEMENT Service code 28 · EIN 13-3977552 640 NEWPORT CENTER · NEWPORT BEACH, CA 92660 | Investment Management | $23,325 |
RENAISSANCE7+ years Filed as: RENAISSANCE INVESTMENTS Service code 28 · EIN 31-1448100 625 EDEN PARK DR, STE 1200 · CINCINNATI, OH 45202 | Investment Management | $21,558 |
AB FUNDS4 years Filed as: ALLIANCE BERSTEIN Service code 28 · EIN 13-4064930 227 W. MONROE ST · CHICAGO, IL 60606 | Investment Management | $16,058 |
DENNIS G. JENKINS, CPA,LLC7+ years Service code 10 · EIN 20-5886120 1690 STONE VILLAGE LANE, BLDG 500 · KENNESAW, GA 30152 | Accounting | $15,000 |
HARDING LOEVNER LP5 years Filed as: HARDING LOVENER Service code 28 · EIN 27-0684167 400 CROSSING BLVD 4TH FLOOR · BRIDGEWATER, NJ 08807 | Investment Management | $14,042 |
LAZARD ASSET MANAGEMENT4 years Filed as: LAZARD INTERNATIONAL Service code 28 · EIN 13-3200244 470 PARK AVE · NEW YORK, NY 10017 | Investment Management | $13,879 |
MDT ADVISORS7+ years Service code 28 · EIN 95-3267050 124 HIGH ST · BOSTON, MA 02110 | Investment Management | $9,614 |
Filed as: QUINN CONNOR WEAVER DAVIS & ASSOC Service code 29 · EIN 45-1444874 4100 PERIMETER PARK S · ATLANTA, GA 30341 | Legal | $8,106 |
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $187,247-100.0% | $164,721-100.0% | $349,369-100.0% |
| Participation rate | 0.0% | 44.0%-44.0pp | 21.0%-21.0pp | 44.4%-44.4pp |
| Annual return | -10.01% | -5.84%-4.2pp | -5.85%-4.2pp | -14.65%+4.6pp |
| Employer contribution / active EE | $0 | $39,394-100.0% | $31,839-100.0% | $46,321-100.0% |
| Participant deferral / active EE | $0 | $0 | $2-100.0% | $60-100.0% |
| Admin fee / account holder | $0 | $1,070-100.0% | $1,000-100.0% | $14,582-100.0% |