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| Provider | Service type | Compensation |
|---|---|---|
CONNER & WINTERS7+ years Service code 29 · EIN 73-1388566 | Legal | $34,396 |
THE SEGAL COMPANY5 years Filed as: SEGAL ADVISORS Service code 27 · EIN 13-2646110 | Advisory (Plan) | $27,083 |
ZENITH AMERICAN SOLUTIONS7+ years Service code 14 · EIN 52-1590516 | Plan Administrator | $24,000 |
Filed as: JOHN HANCOCK Service code 15 · EIN 01-0233346 | Recordkeeping | $12,890 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return 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 | $8,387 | $118,337-92.9% | $189,534-95.6% | $93,010-91.0% |
| Participation rate | 100.0% | 89.1%+10.9pp | 87.8%+12.2pp | 73.9%+26.1pp |
| Annual return | 10.79% | 21.77%-11.0pp | 555.39%-544.6pp | 158.70%-147.9pp |
| Employer contribution / active EE | $1,259 | $4,204-70.0% | $6,162-79.6% | $2,705-53.5% |
| Participant deferral / active EE | $0 | $7,123-100.0% | $8,220-100.0% | $4,561-100.0% |
| Admin fee / account holder | $17 | $100-83.2% | $12,049-99.9% | $152-89.0% |