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| Provider | Service type | Compensation |
|---|---|---|
MILLIMAN, INC.3+ years Service code 11 · EIN 91-0675641 | Actuarial | $199,364 |
THE SEGAL COMPANY2 years Service code 11 · EIN 13-1975125 | Actuarial | $151,470 |
ZENITH AMERICAN SOLUTIONS3+ years Service code 14 · EIN 52-1590516 | Plan Administrator | $98,108 |
SLEVIN & HART, P.C.3+ years Service code 29 · EIN 52-1708613 | Legal | $62,921 |
STATE STREET GLOBAL ADVISORS2 years Filed as: STATE STREET BANK AND TRUST COMPANY Service code 19 · EIN 04-1867445 | Securities Custodian | $50,000 |
SCHULTE ROTH & ZABEL LLP3+ years Service code 29 · EIN 13-2633996 | Legal | $43,786 |
CALIBRE CPA GROUP PLLC2 years Filed as: CALIBRE CPA GROUP Service code 10 · EIN 47-0900880 | Accounting | $40,124 |
THE SEGAL COMPANY3+ years Filed as: SEGAL ADVISORS INC. Service code 27 · EIN 13-2646110 | Advisory (Plan) | $30,000 |
LOOMIS SAYLES2 years Filed as: LOOMIS SAYLES TRUST COMPANY Service code 51 · EIN 20-8080381 | Investment Mgmt Fees | $13,893 |
SOMMERS AND FAHRENBACH, INC3+ years Filed as: SOMMERS AND FAHRENBACH Service code 36 · EIN 36-1796440 | Copying and duplicating | $9,720 |
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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $13,363-100.0% | $202,297-100.0% | $13,363-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 52.5%-52.5pp | 2.2%-2.2pp |
| Annual return | 6.26% | 8.44%-2.2pp | 14.20%-7.9pp | 9.11%-2.9pp |
| Employer contribution / active EE | $2,049 | $3,337-38.6% | $29,473-93.0% | $12,231-83.2% |
| Participant deferral / active EE | $0 | $0 | $125-100.0% | $1,272-100.0% |
| Admin fee / account holder | $0 | $125-100.0% | $7,524-100.0% | $125-100.0% |