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| Provider | Service type | Compensation |
|---|---|---|
ZENITH AMERICAN SOLUTIONS5+ years Service code 14 · EIN 52-1590516 | Plan Administrator | $264,058 |
THE SEGAL COMPANY4 years Service code 11 · EIN 13-1975125 | Actuarial | $195,150 |
MILLIMAN, INC.5+ years Service code 11 · EIN 91-0675641 | Actuarial | $188,729 |
SLEVIN & HART, P.C.5+ years Service code 29 · EIN 52-1708613 | Legal | $60,548 |
CALIBRE CPA GROUP PLLC4 years Filed as: CALIBRE CPA GROUP Service code 10 · EIN 47-0900880 | Accounting | $51,582 |
STATE STREET GLOBAL ADVISORS4 years Filed as: STATE STREET BANK AND TRUST COMPANY Service code 19 · EIN 04-1867445 | Securities Custodian | $50,000 |
SOMMERS AND FAHRENBACH, INC5+ years Filed as: SOMMERS AND FAHRENBACH Service code 36 · EIN 36-1796440 | Copying and duplicating | $47,576 |
LOOMIS SAYLES4 years Filed as: LOOMIS SAYLES TRUST COMPANY Service code 51 · EIN 20-8080381 | Investment Mgmt Fees | $44,277 |
SCHULTE ROTH & ZABEL LLP5+ years Service code 29 · EIN 13-2633996 | Legal | $42,708 |
THE SEGAL COMPANY5+ years Filed as: SEGAL ADVISORS INC. Service code 27 · EIN 13-2646110 | Advisory (Plan) | $30,844 |
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Employer contribution per participant 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 | - | - |
| Participation rate | 0.0% | 0.0%0pp | 25.0%-25.0pp | 0.0%0pp |
| Annual return | 7.74% | 8.88%-1.1pp | 9.70%-2.0pp | 8.88%-1.1pp |
| Employer contribution / active EE | $2,414 | $15,934-84.9% | $26,706-91.0% | $15,934-84.9% |
| Participant deferral / active EE | $0 | $753-100.0% | $0 | $753-100.0% |
| Admin fee / account holder | $0 | $0 | - | - |