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| Provider | Service type | Compensation |
|---|---|---|
ZENITH AMERICAN SOLUTIONS5+ years Filed as: ZENITH AMERICAN SOLUTIONS, INC. Service code 10 · EIN 52-1590156 | Accounting | $181,915 |
Service code 19 · EIN 81-6023169 | Securities Custodian | $126,921 |
LOOMIS SAYLES1 year Filed as: LOOMIS SAYLES & COMPANY, LP Service code 28 · EIN 04-3200030 | Investment Management | $122,724 |
THE LONDON COMPANY4 years Service code 28 · EIN 90-0824693 | Investment Management | $112,433 |
MILLIMAN, INC.2 years Service code 11 · EIN 91-0675641 | Actuarial | $97,766 |
Filed as: MANULIFE INVESTMENT MGMT (US) LLC Service code 28 · EIN 01-0233346 | Investment Management | $89,181 |
NUVEEN2 years Filed as: NWQ INVESTMENT MANAGEMENT CO, LLC Service code 28 · EIN 47-0875103 | Investment Management | $62,126 |
Filed as: MERRILL LYNCH Service code 28 · EIN 22-6484011 | Investment Management | $55,131 |
Service code 29 · EIN 91-1282506 | Legal | $37,222 |
PROPEL INSURANCE5+ years Service code 16 · EIN 91-0830024 | Consulting | $35,006 |
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Employer contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return is in the bottom quintile of the peer cohort.
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $0 | $165,322-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 32.5%-32.5pp | 0.0%0pp |
| Annual return | -3.36% | 6.82%-10.2pp | 8.01%-11.4pp | 12.86%-16.2pp |
| Employer contribution / active EE | $1,757 | $12,695-86.2% | $29,475-94.0% | $13,687-87.2% |
| Participant deferral / active EE | $0 | $0 | $735-100.0% | $833-100.0% |
| Admin fee / account holder | $0 | $0 | $637-100.0% | - |