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| Provider | Service type | Compensation |
|---|---|---|
ZENITH AMERICAN SOLUTIONS8 years Filed as: ZENITH AMERICAN SOLUTIONS, INC. Service code 14 · EIN 52-1590516 | Plan Administrator | $91,262 |
THE SEGAL COMPANY9 years Filed as: SEGAL MARCO ADVISORS, INC. Service code 27 · EIN 13-2646110 | Advisory (Plan) | $35,000 |
Filed as: US REAL ESTATE Service code 28 · EIN 04-2895544 | Investment Management | $23,951 |
NEEDLES & ASSOCIATES, LLC10+ years Service code 10 · EIN 51-0435869 | Accounting | $20,545 |
US BANK10+ years Service code 19 · EIN 41-0417860 | Securities Custodian | $11,120 |
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 | $20,860 | $88,183-76.3% | $107,187-80.5% | $71,012-70.6% |
| Participation rate | 100.0% | 67.5%+32.5pp | 75.0%+25.0pp | 58.6%+41.4pp |
| Annual return | 4.19% | 16.47%-12.3pp | 204.55%-200.4pp | 37.67%-33.5pp |
| Employer contribution / active EE | $2,540 | $3,914-35.1% | $3,782-32.8% | $2,348+8.2% |
| Participant deferral / active EE | $0 | $3,079-100.0% | $5,096-100.0% | $3,246-100.0% |
| Admin fee / account holder | $245 | $1,430-82.9% | $9,162-97.3% | $1,167-79.0% |