Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
HORIZON ACTUARIAL SERVICES, LLC1+ years Filed as: HORIZON ACTUARIAL SERVICES LLC Service code 11 · EIN 26-1370698 | Actuarial | $438,212 |
ZENITH AMERICAN SOLUTIONS1+ years Service code 10 · EIN 52-1590516 | Accounting | $343,888 |
CONTRARIAN1+ years Filed as: CONTRARIAN CAPITAL MANAGEMENT, LLC Service code 28 411 WEST PUTNAM AVENUE · GREENWICH, CT 06830 | Investment Management | $98,000 |
REINHART BOERNER VAN DEUREN S.C.1+ years Filed as: REINHART, BOERNER, VAN DEUREN S.C. Service code 29 · EIN 39-1126909 | Legal | $90,953 |
INTECH INVESTMENT MANAGEMENT LLC1+ years Filed as: INTECH Service code 28 · EIN 20-0055624 | Investment Management | $52,181 |
REDMOND GENERAL INSURANCE AGENCY1+ years Service code 22 · EIN 38-3942963 | Insurance Broker | $47,589 |
ANASTASI, MOORE & MARTIN, PLLC1+ years Service code 10 · EIN 20-8149084 | Accounting | $43,957 |
WELLINGTON TRUST COMPANY1+ years Filed as: WELLINGTON MANAGEMENT COMPANY Service code 28 · EIN 04-2755549 | Investment Management | $43,630 |
WELLS FARGO BANK, N.A.1+ years Filed as: WELLS FARGO Service code 19 · EIN 94-1347393 | Securities Custodian | $42,690 |
WESTWOOD TRUST1+ years Filed as: WESTWOOD MANAGEMENT CORPORATION Service code 28 · EIN 13-3160186 | Investment Management | $39,820 |
Sign up free to preview 1 actuary disclosure
Free accounts unlock saves, downloads, and 3-year history.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $57,821-100.0% | $139,743-100.0% | $57,821-100.0% |
| Participation rate | 0.0% | 5.5%-5.5pp | 22.6%-22.6pp | 5.5%-5.5pp |
| Annual return | 4.65% | 5.86%-1.2pp | 4.96%-0.3pp | 5.86%-1.2pp |
| Employer contribution / active EE | $626 | $10,137-93.8% | $29,749-97.9% | $10,137-93.8% |
| Participant deferral / active EE | $0 | $492-100.0% | $26-100.0% | $492-100.0% |
| Admin fee / account holder | $0 | $387-100.0% | $3,369-100.0% | $387-100.0% |