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| Provider | Service type | Compensation |
|---|---|---|
THE SEGAL COMPANY6 years Filed as: SEGAL MARCO ADVISORS, INC. Service code 27 · EIN 13-2646110 | Advisory (Plan) | $100,000 |
ZENITH AMERICAN SOLUTIONS5 years Filed as: ZENITH AMERICAN SOLUTIONS, INC. Service code 14 · EIN 52-1590516 | Plan Administrator | $65,695 |
RAEL & LETSON7+ years Service code 11 · EIN 94-1701048 | Actuarial | $49,617 |
NEEDLES & ASSOCIATES, LLC7+ years Service code 10 · EIN 51-0435869 | Accounting | $45,395 |
DOVER VIII ASSOCIATES, L.P6 years Filed as: DOVER VIII ASSOCIATES LP Service code 28 · EIN 30-0692313 | Investment Management | $37,399 |
US BANK7+ years Service code 18 · EIN 31-0841368 | Other fees; Direct payment from the p... | $14,951 |
SPENCER FANE LLP5 years Filed as: SPENCER FANE, LLP Service code 29 · EIN 44-0561981 | Legal | $7,780 |
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Employer contribution per participant is in the bottom quintile of the peer cohort.
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $164,233-100.0% | $164,721-100.0% | $164,233-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 21.0%-21.0pp | 0.0%0pp |
| Annual return | 3.68% | -8.26%+11.9pp | -5.85%+9.5pp | 2.77%+0.9pp |
| Employer contribution / active EE | $1,855 | $12,543-85.2% | $31,839-94.2% | $15,262-87.8% |
| Participant deferral / active EE | $0 | $0 | $2-100.0% | $691-100.0% |
| Admin fee / account holder | $0 | $1,015-100.0% | $1,000-100.0% | $1,015-100.0% |