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| Provider | Service type | Compensation |
|---|---|---|
ASSOC. INDUSTRIES INS CO INC1+ years Filed as: ASSOC. THIRD PARTY ADMINISTRATORS Service code 13 · EIN 94-3187938 | Contract Administrator | $54,437 |
VERUS1+ years Filed as: VERUS INVESTMENTS Service code 17 · EIN 91-1320111 | Pension Consulting | $41,000 |
LINDQUIST LLP1+ years Service code 10 · EIN 52-2385296 | Accounting | $18,575 |
Filed as: MCKENZIE, ROTHWELL, BARLOW, ET AL Service code 29 · EIN 91-0889948 | Legal | $18,029 |
US BANK1+ years Filed as: US BANK NATIONAL ASSOCIATION Service code 19 · EIN 31-0841368 | Securities Custodian | $16,257 |
ZENITH AMERICAN SOLUTIONS1+ years Service code 13 · EIN 52-1590516 | Contract Administrator | $6,507 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $45,366 | $55,516-18.3% | $75,784-40.1% | $59,188-23.4% |
| Participation rate | 77.2% | 73.6%+3.6pp | 75.8%+1.4pp | 69.4%+7.8pp |
| Annual return | 1.05% | -1.89%+2.9pp | 9.68%-8.6pp | 5.51%-4.5pp |
| Employer contribution / active EE | $25 | $2,604-99.0% | $3,323-99.2% | $2,098-98.8% |
| Participant deferral / active EE | $2,140 | $2,599-17.7% | $3,652-41.4% | $3,265-34.5% |
| Admin fee / account holder | $103 | $110-6.8% | $5,300-98.1% | $92+11.2% |