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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.
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $153,743-63.4% | $197,124-71.4% | $103,975-45.9% |
| Participation rate | 100.0% | 91.1%+8.9pp | 86.7%+13.3pp | 72.5%+27.5pp |
| Annual return | 10.51% | 17.60%-7.1pp | 44.34%-33.8pp | 19.41%-8.9pp |
| Employer contribution / active EE | $3,052 | $5,424-43.7% | $6,227-51.0% | $3,722-18.0% |
| Participant deferral / active EE | $0 | $9,152-100.0% | $9,135-100.0% | $5,343-100.0% |
| Admin fee / account holder | $253 | $131+92.1% | $16,298-98.5% | $332-24.0% |