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| Provider | Service type | Compensation |
|---|---|---|
ZENITH AMERICAN SOLUTIONS7+ years Service code 13 · EIN 52-1590516 | Contract Administrator | $159,095 |
VERUS7+ years Service code 27 · EIN 91-1320111 | Advisory (Plan) | $113,551 |
MILLIMAN, INC.2 years Filed as: MILLIMAN Service code 15 · EIN 91-0675641 | Recordkeeping | $85,316 |
MILLER KAPLAN ARASE LLP7+ years Service code 10 · EIN 95-2036255 | Accounting | $19,900 |
HILL, FARRER & BURRILL LLP7+ years Service code 29 · EIN 95-2153880 | Legal | $7,401 |
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 | $35,619 | $80,412-55.7% | $109,188-67.4% | $101,555-64.9% |
| Participation rate | 98.8% | 84.4%+14.4pp | 75.9%+22.9pp | 74.5%+24.3pp |
| Annual return | 9.45% | 16.17%-6.7pp | 25.76%-16.3pp | 21.00%-11.6pp |
| Employer contribution / active EE | $1,981 | $3,731-46.9% | $3,723-46.8% | $2,972-33.4% |
| Participant deferral / active EE | $0 | $3,396-100.0% | $4,654-100.0% | $4,874-100.0% |
| Admin fee / account holder | $202 | $135+49.5% | $6,755-97.0% | $139+44.5% |