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| Provider | Service type | Compensation |
|---|---|---|
ZENITH AMERICAN SOLUTIONS1+ years Service code 14 · EIN 52-1590516 | Plan Administrator | $76,699 |
TOBAM SAS1+ years Filed as: TOBAM Service code 28 | Investment Management | $24,614 |
US BANK1+ years Service code 19 · EIN 41-0417860 | Securities Custodian | $13,915 |
NEEDLES & ASSOCIATES, LLC1+ years Service code 10 · EIN 51-0435869 | Accounting | $12,299 |
THE SEGAL COMPANY1+ years Filed as: SEGAL ADVISORS, INC. Service code 27 · EIN 13-2646110 | Advisory (Plan) | $5,000 |
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 | $19,536 | $71,802-72.8% | $133,975-85.4% | $57,658-66.1% |
| Participation rate | 87.5% | 85.5%+2.0pp | 87.1%+0.4pp | 70.2%+17.2pp |
| Annual return | -5.37% | 13.51%-18.9pp | 29.29%-34.7pp | 5.13%-10.5pp |
| Employer contribution / active EE | $1,612 | $3,161-49.0% | $5,211-69.1% | $1,974-18.3% |
| Participant deferral / active EE | $0 | $4,606-100.0% | $6,282-100.0% | $3,061-100.0% |
| Admin fee / account holder | $200 | $88+127.8% | $9,324-97.9% | $95+111.2% |