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| Provider | Service type | Compensation |
|---|---|---|
ZENITH AMERICAN SOLUTIONS5 years Service code 13 · EIN 52-1590516 | Contract Administrator | $253,076 |
WASHINGTON CAPITAL MANAGEMENT, INC.10+ years Service code 28 · EIN 91-1042342 | Investment Management | $162,317 |
ULLICO3 years Filed as: ULLICO INVESTMENT ADVISORS INC. Service code 28 · EIN 52-6435649 | Investment Management | $148,230 |
ALAN BILLER & ASSOCIATES2 years Filed as: ALAN D. BILLER & ASSOCIATES, INC. Service code 27 · EIN 94-2854958 | Advisory (Plan) | $90,000 |
ARROWSTREET CAPITAL2 years Service code 28 · EIN 04-3472863 | Investment Management | $76,681 |
JPMORGAN INVEST HOLDINGS LLC5 years Filed as: JP MORGAN CHASE BANK, N.A. Service code 24 · EIN 13-4994650 | Discretionary Trustee | $73,496 |
Filed as: BARLOW & COUGHRAN PS Service code 29 · EIN 91-0889948 | Legal | $41,516 |
LOOMIS SAYLES5 years Filed as: LOOMIS SAYLES & COMPANY LP Service code 28 · EIN 04-3200030 | Investment Management | $35,371 |
UNION DATA SYSTEMS3 years Filed as: NECA STAR UNION DATA SYSTEMS Service code 49 · EIN 27-1619539 | Other Services | $33,697 |
WITHUMSMITH+BROWN, PC2 years Filed as: WITHUM SMITH+BROWN Service code 10 · EIN 22-2027092 | Accounting | $30,729 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $56,301 | $85,660-34.3% | $256,809-78.1% | $85,660-34.3% |
| Participation rate | 100.0% | 74.8%+25.2pp | 88.5%+11.5pp | 74.8%+25.2pp |
| Annual return | 10.51% | 19.52%-9.0pp | 32.73%-22.2pp | 19.52%-9.0pp |
| Employer contribution / active EE | $3,052 | $4,199-27.3% | $7,263-58.0% | $4,199-27.3% |
| Participant deferral / active EE | $0 | $3,518-100.0% | $9,520-100.0% | $3,518-100.0% |
| Admin fee / account holder | $253 | $224+12.8% | $25,146-99.0% | $224+12.8% |