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| Provider | Service type | Compensation |
|---|---|---|
ZENITH AMERICAN SOLUTIONS2+ years Service code 14 · EIN 52-1590516 | Plan Administrator | $76,766 |
TOBAM SAS2+ years Filed as: TOBAM Service code 28 | Investment Management | $21,022 |
US BANK2+ years Service code 19 · EIN 41-0417860 | Securities Custodian | $13,488 |
NEEDLES & ASSOCIATES, LLC2+ years Service code 10 · EIN 51-0435869 | Accounting | $12,691 |
THE SEGAL COMPANY1 year Filed as: SEGAL MARCO 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 | $20,791 | $81,537-74.5% | $149,721-86.1% | $69,631-70.1% |
| Participation rate | 84.3% | 86.1%-1.8pp | 87.1%-2.7pp | 70.7%+13.6pp |
| Annual return | 6.37% | 22.79%-16.4pp | 1501.67%-1495.3pp | 27571.02%-27564.6pp |
| Employer contribution / active EE | $1,370 | $3,239-57.7% | $5,444-74.8% | $2,032-32.6% |
| Participant deferral / active EE | $0 | $4,994-100.0% | $6,568-100.0% | $3,224-100.0% |
| Admin fee / account holder | $190 | $107+77.6% | $11,282-98.3% | $110+71.8% |