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| Provider | Service type | Compensation |
|---|---|---|
ZENITH AMERICAN SOLUTIONS4 years Filed as: ZENITH AMERICAN SOLUTIONS, INC. Service code 14 · EIN 52-1590516 | Plan Administrator | $396,673 |
THE SEGAL COMPANY3 years Filed as: THE SEGAL COMPANY (EASTERN STATES) Service code 11 · EIN 13-2619259 | Actuarial | $103,163 |
THE SEGAL COMPANY4 years Filed as: SEGAL MARCO ADVISORS Service code 27 · EIN 13-2646110 | Advisory (Plan) | $81,400 |
WASATCH ADVISORS5+ years Filed as: WASATCH ADVISORS, INC. Service code 28 · EIN 87-0319391 | Investment Management | $78,418 |
Filed as: ROBEIN, URANN, SPENCER, ET AL Service code 29 · EIN 72-0999672 | Legal | $73,381 |
MANNING & NAPIER5+ years Filed as: MANNING & NAPIER ADVISORS, LLC Service code 28 · EIN 45-3328488 | Investment Management | $42,814 |
HANCOCK WHITNEY BANK3 years Service code 19 · EIN 64-0169065 | Securities Custodian | $39,401 |
NEEDLES & ASSOCIATES, LLC5+ years Service code 10 · EIN 51-0435869 | Accounting | $33,268 |
BLACK & PINCKARD LLC5+ years Filed as: BLACK ROCK INSTITUTIONAL TRUST CO. Service code 21 · EIN 94-3112180 | Bank Trustee | $16,666 |
AMALGAMATED BANK5+ years Service code 19 · EIN 13-4920330 | Securities Custodian | $15,744 |
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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 | $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 | 11.07% | 6.41%+4.7pp | 8.01%+3.1pp | 11.45%-0.4pp |
| Employer contribution / active EE | $9,180 | $11,592-20.8% | $29,475-68.9% | $17,219-46.7% |
| 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% |