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| Provider | Service type | Compensation |
|---|---|---|
ZENITH AMERICAN SOLUTIONS7+ years Service code 14 · EIN 52-1590516 | Plan Administrator | $346,218 |
THE SEGAL COMPANY7+ years Filed as: SEGAL ADVISORS Service code 27 · EIN 13-2646110 | Advisory (Plan) | $240,000 |
Filed as: BARROW HANLEY Service code 28 · EIN 75-2403190 | Investment Management | $198,171 |
CONNER & WINTERS7+ years Service code 29 · EIN 73-1388566 | Legal | $104,397 |
Filed as: BRANDYWINE GLOBAL Service code 28 · EIN 51-0412248 | Investment Management | $102,158 |
THE SEGAL COMPANY7+ years Service code 11 · EIN 94-1503999 | Actuarial | $91,772 |
HARPER & PEARSON COMPANY, P.C.7+ years Filed as: HARPER AND PEARSON CPA'S Service code 10 ONE RIVERWAY · HOUSTON, TX 770561973 | Accounting | $87,040 |
LOOMIS SAYLES7+ years Service code 28 · EIN 04-3200030 | Investment Management | $82,012 |
STATE STREET GLOBAL ADVISORS7+ years Filed as: STATE STREET GLOBAL Service code 28 · EIN 04-1867445 | Investment Management | $61,738 |
EDWARDS AND LEATHERS, P.C.7+ 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 | $171,256-100.0% | $788,447-100.0% | $2,456,633-100.0% |
| Participation rate | 0.0% | 14.3%-14.3pp | 21.4%-21.4pp | 1.5%-1.5pp |
| Annual return | 6.15% | -6.02%+12.2pp | -3.21%+9.4pp | 23.41%-17.3pp |
| Employer contribution / active EE | $3,334 | $11,241-70.3% | $46,051-92.8% | $12,650-73.6% |
| Participant deferral / active EE | $0 | $120-100.0% | $31-100.0% | $1,474-100.0% |
| Admin fee / account holder | $0 | $625-100.0% | $46,258-100.0% | $14,884-100.0% |