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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 | $92,224-77.4% | $105,223-80.2% | $79,634-73.8% |
| Participation rate | 100.0% | 69.2%+30.8pp | 75.0%+25.0pp | 62.5%+37.5pp |
| Annual return | 4.19% | 88.65%-84.5pp | 180.65%-176.5pp | 36.46%-32.3pp |
| Employer contribution / active EE | $2,540 | $3,965-35.9% | $3,689-31.1% | $2,529+0.4% |
| Participant deferral / active EE | $0 | $3,834-100.0% | $5,072-100.0% | $3,835-100.0% |
| Admin fee / account holder | $245 | $1,121-78.2% | $8,859-97.2% | $1,002-75.6% |