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| Provider | Service type | Compensation |
|---|---|---|
ZENITH AMERICAN SOLUTIONS1+ years Filed as: ZENITH AMERICAN SOLUTIONS INC. Service code 10 · EIN 52-1590156 | Accounting | $74,392 |
THE SEGAL COMPANY1+ years Filed as: THE SEGAL COMPANY, INC. Service code 11 · EIN 94-1503999 | Actuarial | $49,284 |
Service code 28 · EIN 91-1042342 | Investment Management | $47,716 |
Filed as: QUEST INVESTMENT MANAGEMENT Service code 28 · EIN 93-0880854 | Investment Management | $28,842 |
HIGHLAND CONSULTING ASSOCIATES1+ years Filed as: HIGHLAND CAPITAL ADVISORS, LLC Service code 27 · EIN 20-4284376 | Advisory (Plan) | $27,428 |
BRADLEY FOSTER & SARGENT INC1+ years Filed as: BRADLEY MIDDLETON Service code 29 6950 SW HAMPTON ST · TIGARD, OR 97223 | Legal | $21,070 |
ANASTASI, MOORE & MARTIN, PLLC1+ years Service code 10 · EIN 20-8149084 | Accounting | $20,415 |
ULLICO1+ years Filed as: ULLICO, INC. Service code 23 EYE STREET, NW · WASHINGTON, DC 20006 | Direct payment from the plan; Insuran... | $12,274 |
US BANK1+ years Filed as: US BANK, N.A. Service code 18 · EIN 31-0841368 | Direct payment from the plan; Custodi... | $8,971 |
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Employer contribution per participant 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 | $35,636-100.0% | $209,859-100.0% | $35,636-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 42.7%-42.7pp | 1.8%-1.8pp |
| Annual return | -0.22% | 3.49%-3.7pp | 4.16%-4.4pp | 7.18%-7.4pp |
| Employer contribution / active EE | $3,806 | $11,083-65.7% | $29,966-87.3% | $13,095-70.9% |
| Participant deferral / active EE | $0 | $0 | $145-100.0% | $385-100.0% |
| Admin fee / account holder | $0 | $362-100.0% | $13,952-100.0% | $362-100.0% |