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| Provider | Service type | Compensation |
|---|---|---|
ZENITH AMERICAN SOLUTIONS9+ years Service code 13 · EIN 52-1590516 | Contract Administrator | $362,016 |
HORIZON ACTUARIAL SERVICES, LLC9+ years Filed as: HORIZON ACTUARIAL SERVICES LLC Service code 11 · EIN 26-1370698 | Actuarial | $221,497 |
Filed as: REINHART BOERNER VAN DEUREN SC Service code 29 · EIN 39-1126909 | Legal | $113,817 |
Filed as: ANASTASI MOORE & MARTIN Service code 15 · EIN 20-8149084 | Recordkeeping | $63,709 |
RVK, INC.5 years Service code 27 · EIN 93-0910651 | Advisory (Plan) | $45,000 |
Filed as: PRINCIPAL CUSTODY SOLUTIONS Service code 19 · EIN 42-1466678 | Securities Custodian | $37,779 |
PGIM INVESTMENTS2 years Filed as: PGIM REAL ESTATE - PRISA II LP Service code 28 · EIN 82-2390389 | Investment Management | $35,870 |
LEGACY PROFESSIONALS LLP1 year Service code 10 · EIN 32-0043599 | Accounting | $31,955 |
STATE STREET GLOBAL ADVISORS5 years Filed as: STATE STREET GLOBAL ADVISORS TRUST Service code 28 · EIN 81-4017137 | Investment Management | $25,678 |
WELLS FARGO BANK, N.A.9+ years Filed as: WELLS FARGO Service code 18 · EIN 94-3081343 | Custodial (other than securities) | $18,954 |
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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 | $179,823-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 42.1%-42.1pp | 0.0%0pp |
| Annual return | 12.88% | 17.72%-4.8pp | 148.78%-135.9pp | 9.30%+3.6pp |
| Employer contribution / active EE | $2,617 | $3,186-17.9% | $26,858-90.3% | $12,551-79.2% |
| Participant deferral / active EE | $0 | $2,867-100.0% | $63-100.0% | $2,867-100.0% |
| Admin fee / account holder | $0 | $0 | $1,660-100.0% | - |