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| Provider | Service type | Compensation |
|---|---|---|
ZENITH AMERICAN SOLUTIONS2+ years Filed as: ZENITH AMERICAN SOLUTIONS INC. Service code 10 · EIN 52-1590156 | Accounting | $73,152 |
THE SEGAL COMPANY2+ years Filed as: THE SEGAL COMPANY, INC. Service code 11 · EIN 94-1503999 | Actuarial | $55,167 |
Service code 28 · EIN 91-1042342 | Investment Management | $47,288 |
HIGHLAND CONSULTING ASSOCIATES2+ years Filed as: HIGHLAND CAPITAL ADVISORS, LLC Service code 27 · EIN 20-4284376 | Advisory (Plan) | $27,726 |
Filed as: QUEST INVESTMENT MANAGEMENT Service code 28 · EIN 93-0880854 | Investment Management | $24,408 |
BRADLEY FOSTER & SARGENT INC2+ years Filed as: BRADLEY MIDDLETON Service code 29 6950 SW HAMPTON ST · TIGARD, OR 97223 | Legal | $22,219 |
ANASTASI, MOORE & MARTIN, PLLC2+ years Service code 10 · EIN 20-8149084 | Accounting | $13,360 |
ULLICO2+ years Filed as: ULLICO, INC. Service code 23 EYE STREET, NW · WASHINGTON, DC 20006 | Direct payment from the plan; Insuran... | $12,617 |
US BANK2+ years Filed as: US BANK, N.A. Service code 19 · EIN 31-0841368 | Securities Custodian | $9,512 |
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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 | $90,272-100.0% | $184,886-100.0% | $1,723,788-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 47.1%-47.1pp | 1.9%-1.9pp |
| Annual return | 10.85% | 11.78%-0.9pp | 8.32%+2.5pp | 23.90%-13.0pp |
| Employer contribution / active EE | $3,989 | $11,309-64.7% | $30,793-87.0% | $16,539-75.9% |
| Participant deferral / active EE | $0 | $0 | $90-100.0% | $350-100.0% |
| Admin fee / account holder | $0 | $337-100.0% | $2,802-100.0% | $18,975-100.0% |