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| Provider | Service type | Compensation |
|---|---|---|
ZENITH AMERICAN SOLUTIONS2+ years Service code 13 · EIN 52-1590516 | Contract Administrator | $2,023,384 |
THE SEGAL COMPANY2+ years Service code 11 · EIN 13-1975125 | Actuarial | $191,667 |
REINHART BOERNER VAN DEUREN S.C.2+ years Filed as: REINHART BOERNER VAN DEUREN, S.C. Service code 29 · EIN 39-1126909 | Legal | $183,461 |
MILLIMAN, INC.2+ years Service code 17 · EIN 91-0675641 | Pension Consulting | $170,771 |
SLEVIN & HART, P.C.2+ years Service code 29 · EIN 52-1708613 | Legal | $107,871 |
LOOMIS SAYLES1 year Filed as: LOOMIS SAYLES & CO Service code 28 · EIN 04-3200030 | Investment Management | $63,599 |
Filed as: STATE STREET BANK AND TRUST CO. Service code 19 · EIN 04-1867445 | Securities Custodian | $50,000 |
THE SEGAL COMPANY2+ years Filed as: SEGAL MARCO ADVISORS Service code 27 · EIN 13-2646110 | Advisory (Plan) | $40,000 |
NOVAK FRANCELLA LLC1 year Filed as: NOVAK FRANCELLA Service code 10 · EIN 61-1436956 | Accounting | $35,000 |
Service code 28 · EIN 04-2955404 | Investment Management | $23,269 |
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Employer contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $1,469,698-100.0% | $65,170-100.0% | $1,469,698-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 29.3%-29.3pp | 0.0%0pp |
| Annual return | -21.84% | 7.68%-29.5pp | 7.07%-28.9pp | 7.68%-29.5pp |
| Employer contribution / active EE | $1,117 | $9,142-87.8% | $34,847-96.8% | $9,142-87.8% |
| Participant deferral / active EE | $0 | $462-100.0% | $4-100.0% | $462-100.0% |
| Admin fee / account holder | $0 | $19,323-100.0% | $51-100.0% | $19,323-100.0% |