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| Provider | Service type | Compensation |
|---|---|---|
Filed as: ZENITH AMERICAN SOLUTIONS, INC. Service code 14 · EIN 52-1590516 | Plan Administrator | $74,762 |
NEEDLES & ASSOCIATES, LLC3+ years Service code 10 · EIN 51-0435869 | Accounting | $15,733 |
US BANK3+ years Service code 19 · EIN 41-0417860 | Securities Custodian | $14,477 |
THE SEGAL COMPANY2 years Filed as: SEGAL MARCO ADVISORS, INC. Service code 27 · EIN 13-2646110 | Advisory (Plan) | $5,000 |
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 | $14,980 | $80,005-81.3% | $140,019-89.3% | $55,725-73.1% |
| Participation rate | 100.0% | 87.0%+13.0pp | 87.5%+12.5pp | 70.9%+29.1pp |
| Annual return | 6.63% | 0.46%+6.2pp | 651.15%-644.5pp | 244.93%-238.3pp |
| Employer contribution / active EE | $2,153 | $3,403-36.7% | $5,605-61.6% | $2,078+3.6% |
| Participant deferral / active EE | $0 | $5,264-100.0% | $6,927-100.0% | $3,356-100.0% |
| Admin fee / account holder | $115 | $116-1.0% | $10,705-98.9% | $115-0.6% |