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| Provider | Service type | Compensation |
|---|---|---|
ZENITH AMERICAN SOLUTIONS10+ years Service code 13 · EIN 52-1590516 | Contract Administrator | $370,496 |
HORIZON ACTUARIAL SERVICES, LLC10+ years Filed as: HORIZON ACTUARIAL SERVICES LLC Service code 11 · EIN 26-1370698 | Actuarial | $204,074 |
Filed as: REINHART BOERNER VAN DEUREN SC Service code 29 · EIN 39-1126909 | Legal | $102,511 |
RVK, INC.6 years Service code 27 · EIN 93-0910651 | Advisory (Plan) | $47,500 |
LEGACY PROFESSIONALS LLP2 years Service code 10 · EIN 32-0043599 | Accounting | $40,013 |
Filed as: PRINCIPAL CUSTODY SOLUTIONS Service code 19 · EIN 42-1466678 | Securities Custodian | $36,500 |
STATE STREET GLOBAL ADVISORS6 years Filed as: STATE STREET GLOBAL ADVISORS TRUST Service code 28 · EIN 81-4017137 | Investment Management | $35,164 |
PGIM INVESTMENTS3 years Filed as: PGIM REAL ESTATE - PRISA II LP Service code 28 · EIN 82-2390389 | Investment Management | $32,829 |
LAWTON PRINTING3 years Service code 36 · EIN 91-0633228 | Copying and duplicating | $6,583 |
FRSECURE3 years Service code 16 · EIN 26-3547185 | Consulting | $5,000 |
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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 | $0 | $88,648-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 37.5%-37.5pp | 0.0%0pp |
| Annual return | 10.85% | 8.75%+2.1pp | 8.71%+2.1pp | 8.75%+2.1pp |
| Employer contribution / active EE | $2,577 | $15,185-83.0% | $23,024-88.8% | $15,185-83.0% |
| Participant deferral / active EE | $0 | $753-100.0% | $14-100.0% | $753-100.0% |
| Admin fee / account holder | $0 | $0 | $648-100.0% | - |