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| Provider | Service type | Compensation |
|---|---|---|
CONNER & WINTERS6+ years Service code 29 · EIN 73-1388566 | Legal | $28,820 |
THE SEGAL COMPANY4 years Filed as: SEGAL ADVISORS Service code 27 · EIN 13-2646110 | Advisory (Plan) | $25,000 |
ZENITH AMERICAN SOLUTIONS6+ years Service code 14 · EIN 52-1590516 | Plan Administrator | $24,000 |
Filed as: JOHN HANCOCK Service code 15 · EIN 01-0233346 | Recordkeeping | $13,518 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $8,010 | $110,699-92.8% | $177,839-95.5% | $90,274-91.1% |
| Participation rate | 100.0% | 88.3%+11.7pp | 87.7%+12.3pp | 73.4%+26.6pp |
| Annual return | 15.64% | 22.79%-7.1pp | 48.33%-32.7pp | 53.97%-38.3pp |
| Employer contribution / active EE | $1,228 | $4,118-70.2% | $5,919-79.3% | $2,523-51.3% |
| Participant deferral / active EE | $0 | $6,731-100.0% | $7,714-100.0% | $4,231-100.0% |
| Admin fee / account holder | $15 | $90-82.8% | $12,432-99.9% | $114-86.4% |