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| Provider | Service type | Compensation |
|---|---|---|
ZENITH AMERICAN SOLUTIONS8 years Filed as: ZENITH AMERICAN SOLUTIONS, INC. Service code 14 · EIN 52-1590516 | Plan Administrator | $380,735 |
NEEDLES & ASSOCIATES, LLC9+ years Service code 10 · EIN 51-0435869 | Accounting | $58,528 |
Filed as: ROBEIN, URANN, SPENCER, ET AL Service code 29 · EIN 72-0999672 | Legal | $44,126 |
AMALGAMATED BANK9+ years Service code 99 · EIN 13-3566126 | Other Fees | $22,590 |
HANCOCK WHITNEY BANK7 years Service code 19 · EIN 64-0169065 | Securities Custodian | $13,626 |
WASATCH ADVISORS9+ years Filed as: WASATCH ADVISORS, INC. Service code 28 · EIN 87-0319391 | Investment Management | $0 |
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Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $0 | $201,416-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 32.7%-32.7pp | 0.0%0pp |
| Annual return | 14.45% | 11.08%+3.4pp | 8.10%+6.4pp | 8.76%+5.7pp |
| Employer contribution / active EE | $11,212 | $13,910-19.4% | $28,649-60.9% | $16,650-32.7% |
| Participant deferral / active EE | $0 | $6,458-100.0% | $10-100.0% | $948-100.0% |
| Admin fee / account holder | $0 | $0 | $60,136-100.0% | - |