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| Provider | Service type | Compensation |
|---|---|---|
MILLIMAN, INC.5 years Filed as: MILLIMAN Service code 15 · EIN 91-0675641 | Recordkeeping | $359,422 |
ZENITH AMERICAN SOLUTIONS10+ years Service code 10 · EIN 52-1590516 | Accounting | $201,809 |
VERUS10+ years Service code 27 · EIN 91-1320111 | Advisory (Plan) | $127,746 |
Filed as: WOHLNER, KAPLON, CUTLER, HALFORD & Service code 29 · EIN 83-2856417 | Legal | $38,320 |
MILLER KAPLAN ARASE LLP10+ years Service code 10 · EIN 95-2036255 | Accounting | $20,300 |
Annual investment return 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 | $35,938 | $86,936-58.7% | $102,437-64.9% | $99,313-63.8% |
| Participation rate | 97.4% | 81.7%+15.7pp | 74.5%+22.9pp | 71.7%+25.7pp |
| Annual return | 10.07% | 14.99%-4.9pp | 24.95%-14.9pp | 17.67%-7.6pp |
| Employer contribution / active EE | $2,105 | $3,925-46.4% | $3,871-45.6% | $3,264-35.5% |
| Participant deferral / active EE | $0 | $3,825-100.0% | $5,060-100.0% | $5,346-100.0% |
| Admin fee / account holder | $189 | $140+35.0% | $8,388-97.7% | $109+73.5% |