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| Provider | Service type | Compensation |
|---|---|---|
MILLIMAN, INC.4+ years Service code 11 · EIN 91-0675641 | Actuarial | $292,935 |
ZENITH AMERICAN SOLUTIONS4+ years Service code 14 · EIN 52-1590516 | Plan Administrator | $223,349 |
THE SEGAL COMPANY3 years Service code 11 · EIN 13-1975125 | Actuarial | $110,264 |
SCHULTE ROTH & ZABEL LLP4+ years Service code 29 · EIN 13-2633996 | Legal | $60,824 |
SLEVIN & HART, P.C.4+ years Service code 29 · EIN 52-1708613 | Legal | $57,027 |
STATE STREET GLOBAL ADVISORS3 years Filed as: STATE STREET BANK AND TRUST COMPANY Service code 19 · EIN 04-1867445 | Securities Custodian | $50,000 |
CALIBRE CPA GROUP PLLC3 years Filed as: CALIBRE CPA GROUP Service code 10 · EIN 47-0900880 | Accounting | $48,000 |
LOOMIS SAYLES3 years Filed as: LOOMIS SAYLES TRUST COMPANY Service code 51 · EIN 20-8080381 | Investment Mgmt Fees | $34,233 |
THE SEGAL COMPANY4+ years Filed as: SEGAL ADVISORS INC. Service code 27 · EIN 13-2646110 | Advisory (Plan) | $30,000 |
SOMMERS AND FAHRENBACH, INC4+ years Filed as: SOMMERS AND FAHRENBACH Service code 36 · EIN 36-1796440 | Copying and duplicating | $11,750 |
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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 | $179,823-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 42.1%-42.1pp | 0.0%0pp |
| Annual return | 7.55% | 8.48%-0.9pp | 148.65%-141.1pp | 8.48%-0.9pp |
| Employer contribution / active EE | $2,023 | $9,949-79.7% | $26,844-92.5% | $9,949-79.7% |
| Participant deferral / active EE | $0 | $734-100.0% | $63-100.0% | $734-100.0% |
| Admin fee / account holder | $0 | $0 | $1,660-100.0% | - |