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| Provider | Service type | Compensation |
|---|---|---|
ZENITH AMERICAN SOLUTIONS10+ years Service code 13 · EIN 52-1590516 | Contract Administrator | $202,377 |
SAGE ADVISORY SERVICES3 years Service code 27 · EIN 83-0717992 | Advisory (Plan) | $114,507 |
THE SEGAL COMPANY10+ years Service code 11 · EIN 94-1503999 | Actuarial | $114,281 |
MORGAN STANLEY SMITH BARNEY10+ years Filed as: MORGAN STANLEY SMITH BARNEY LLC Service code 27 · EIN 11-3658445 | Advisory (Plan) | $50,000 |
MILLER KAPLAN ARASE LLP10+ years Service code 10 · EIN 95-2036255 | Accounting | $42,300 |
SALTZMAN & JOHNSON10+ years Service code 29 · EIN 94-2376174 | Legal | $41,618 |
US BANK3 years Filed as: US BANK NATIONAL ASSOCIATION Service code 19 · EIN 31-0841368 | Securities Custodian | $11,789 |
WEINBERG, ROGER & ROSENFELD10+ years Service code 29 · EIN 94-2458080 | Legal | $10,800 |
RBC GLOBAL ASSET MANAGEMENT10+ years Filed as: CITY NATIONAL BANK Service code 50 · EIN 95-1780067 | Direct Payment | $8,222 |
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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $24,265-100.0% | - | $24,265-100.0% |
| Participation rate | 0.0% | 10.4%-10.4pp | 0.0%0pp | 10.4%-10.4pp |
| Annual return | 4.74% | 9.31%-4.6pp | 15.15%-10.4pp | 9.31%-4.6pp |
| Employer contribution / active EE | $7,051 | $13,179-46.5% | $16,134-56.3% | $13,179-46.5% |
| Participant deferral / active EE | $0 | $193-100.0% | $50-100.0% | $193-100.0% |
| Admin fee / account holder | $0 | $4,785-100.0% | - | $4,785-100.0% |