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| Provider | Service type | Compensation |
|---|---|---|
ZENITH AMERICAN SOLUTIONS3+ years Filed as: ZENITH AMERICAN SOLUTIONS INC. Service code 10 · EIN 52-1590156 | Accounting | $79,482 |
Service code 49 · EIN 91-1042342 | Other Services | $61,597 |
BRADLEY FOSTER & SARGENT INC3+ years Filed as: BRADLEY MIDDLETON Service code 29 6950 SW HAMPTON ST · TIGARD, OR 97223 | Legal | $47,777 |
THE SEGAL COMPANY3+ years Filed as: THE SEGAL COMPANY, INC. Service code 11 · EIN 94-1503999 | Actuarial | $41,917 |
Filed as: QUEST INVESTMENT MANAGEMENT, LLC Service code 28 · EIN 93-0880854 | Investment Management | $24,846 |
ANASTASI, MOORE & MARTIN, PLLC3+ years Service code 10 · EIN 20-8149084 | Accounting | $23,122 |
HIGHLAND CONSULTING ASSOCIATES3+ years Filed as: HIGHLAND CAPITAL ADVISORS, LLC Service code 27 · EIN 20-4284376 | Advisory (Plan) | $22,217 |
ULLICO1 year Filed as: ULLICO, INC Service code 23 EYE STREET NW · WASHINGTON, DC 20006 | Direct payment from the plan; Insuran... | $12,710 |
US BANK3+ years Filed as: US BANK, N.A. Service code 19 · EIN 31-0841368 | Securities Custodian | $8,088 |
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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 | $61,831-100.0% | $245,396-100.0% | $18,026,966-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 43.0%-43.0pp | 1.8%-1.8pp |
| Annual return | 8.52% | 4.25%+4.3pp | -752.26%+760.8pp | 0.19%+8.3pp |
| Employer contribution / active EE | $5,416 | $11,906-54.5% | $31,802-83.0% | $13,763-60.6% |
| Participant deferral / active EE | $0 | $1,467-100.0% | $47-100.0% | $804-100.0% |
| Admin fee / account holder | $0 | $593-100.0% | $1,223-100.0% | $426-100.0% |