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| Provider | Service type | Compensation |
|---|---|---|
ZENITH AMERICAN SOLUTIONS9+ years Service code 14 · EIN 52-1590516 | Plan Administrator | $335,685 |
THE SEGAL COMPANY9+ 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 | $167,514 |
THE SEGAL COMPANY9+ years Service code 11 · EIN 94-1503999 | Actuarial | $106,510 |
CONNER & WINTERS1 year Filed as: CONNER & WINTERS, LP Service code 29 · EIN 73-1388566 | Legal | $94,687 |
Filed as: HARPER & PEARSON CPA'S Service code 10 · EIN 74-1695589 | Accounting | $59,600 |
LOOMIS SAYLES9+ years Service code 28 · EIN 04-3200030 | Investment Management | $50,982 |
STATE STREET GLOBAL ADVISORS9+ years Filed as: STATE STREET GLOBAL Service code 28 · EIN 04-1867445 | Investment Management | $42,961 |
Filed as: BRANDYWINE GLOBAL Service code 28 · EIN 51-0412248 | Investment Management | $41,324 |
US BANK8 years Service code 18 · EIN 31-0841368 | Custodial (other than securities); Di... | $31,923 |
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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 | $325,553-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 16.2%-16.2pp | 0.0%0pp |
| Annual return | 15.23% | 5.34%+9.9pp | 9.17%+6.1pp | 9.30%+5.9pp |
| Employer contribution / active EE | $5,394 | $9,329-42.2% | $40,523-86.7% | $12,551-57.0% |
| Participant deferral / active EE | $0 | $267-100.0% | $42-100.0% | $2,867-100.0% |
| Admin fee / account holder | $0 | $0 | $17,411-100.0% | - |