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| Provider | Service type | Compensation |
|---|---|---|
ZENITH AMERICAN SOLUTIONS2+ years Service code 13 · EIN 52-1590516 | Contract Administrator | $377,326 |
Filed as: BARROW HANLEY Service code 28 · EIN 75-2403190 | Investment Management | $261,809 |
THE SEGAL COMPANY2+ years Filed as: SEGAL ADVISORS Service code 27 | Advisory (Plan) | $228,333 |
LOOMIS SAYLES2+ years Service code 28 P.O. BOX 5493 · BOSTON, MA 02206 | Investment Management | $86,964 |
CONNER & WINTERS2+ years Service code 29 · EIN 73-1388566 | Legal | $79,378 |
THE SEGAL COMPANY2+ years Service code 11 · EIN 94-1503999 | Actuarial | $78,456 |
STATE STREET GLOBAL ADVISORS2+ years Filed as: STATE STREET GLOBAL Service code 28 · EIN 04-1867445 | Investment Management | $70,338 |
Filed as: BRANDYWINE GLOBAL Service code 28 · EIN 51-0412248 | Investment Management | $64,476 |
HARPER & PEARSON COMPANY, P.C.2+ years Filed as: HARPER AND PEARSON CPA'S Service code 10 | Accounting | $46,560 |
EDWARDS AND LEATHERS, P.C.2+ years Service code 10 · EIN 20-8739519 | Accounting | $26,000 |
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Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $411,917-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 16.2%-16.2pp | 0.0%0pp |
| Annual return | 11.50% | 12.92%-1.4pp | 10.36%+1.1pp | 17.84%-6.3pp |
| Employer contribution / active EE | $3,340 | $14,070-76.3% | $37,738-91.1% | $14,688-77.3% |
| Participant deferral / active EE | $0 | $21-100.0% | $137-100.0% | $770-100.0% |
| Admin fee / account holder | $0 | $0 | $15,661-100.0% | - |