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| Provider | Service type | Compensation |
|---|---|---|
ZENITH AMERICAN SOLUTIONS3+ years Service code 13 · EIN 52-1590516 | Contract Administrator | $1,128,597 |
THE SEGAL COMPANY3+ years Service code 11 · EIN 13-1975125 | Actuarial | $306,084 |
MILLIMAN, INC.3+ years Service code 11 · EIN 91-0675641 | Actuarial | $251,894 |
REINHART BOERNER VAN DEUREN S.C.3+ years Filed as: REINHART BOERNER VAN DEUREN, S.C. Service code 29 · EIN 39-1126909 | Legal | $179,437 |
SLEVIN & HART, P.C.3+ years Service code 29 · EIN 52-1708613 | Legal | $129,435 |
THE SEGAL COMPANY3+ years Filed as: SEGAL SELECT INSURANCE SERVICES Service code 22 · EIN 46-0619194 | Insurance Broker | $111,248 |
LOOMIS SAYLES2 years Filed as: LOOMIS SAYLES & CO Service code 28 · EIN 04-3200030 | Investment Management | $96,176 |
STATE STREET GLOBAL ADVISORS2 years Filed as: STATE STREET BANK AND TRUST CO. Service code 19 · EIN 04-1867445 | Securities Custodian | $50,000 |
INCOME RESEARCH & MANAGEMENT2 years Service code 28 · EIN 04-2955404 | Investment Management | $46,878 |
THE SEGAL COMPANY3+ years Filed as: SEGAL MARCO ADVISORS Service code 27 · EIN 13-2646110 | Advisory (Plan) | $40,000 |
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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 | $0 | $202,297-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 52.5%-52.5pp | 0.0%0pp |
| Annual return | 3.13% | 13.18%-10.1pp | 14.20%-11.1pp | 13.18%-10.1pp |
| Employer contribution / active EE | $1,086 | $8,469-87.2% | $29,492-96.3% | $8,469-87.2% |
| Participant deferral / active EE | $0 | $322-100.0% | $125-100.0% | $322-100.0% |
| Admin fee / account holder | $0 | $0 | $7,524-100.0% | - |