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| Provider | Service type | Compensation |
|---|---|---|
MILLIMAN, INC.3 years Filed as: MILLIMAN Service code 15 · EIN 91-0675641 | Recordkeeping | $129,775 |
ZENITH AMERICAN SOLUTIONS8+ years Service code 13 · EIN 52-1590516 | Contract Administrator | $122,399 |
VERUS8+ years Service code 27 · EIN 91-1320111 | Advisory (Plan) | $108,542 |
MILLER KAPLAN ARASE LLP8+ years Service code 10 · EIN 95-2036255 | Accounting | $19,500 |
Filed as: WOHLNER, KAPLON, CUTLER, HALFORD Service code 29 · EIN 83-2856417 | Legal | $9,178 |
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 | $29,144 | $70,048-58.4% | $112,263-74.0% | $78,104-62.7% |
| Participation rate | 98.5% | 84.1%+14.3pp | 75.1%+23.4pp | 74.5%+24.0pp |
| Annual return | -16.43% | -10.85%-5.6pp | 27.49%-43.9pp | 10.90%-27.3pp |
| Employer contribution / active EE | $2,158 | $4,000-46.1% | $3,636-40.7% | $3,128-31.0% |
| Participant deferral / active EE | $0 | $3,679-100.0% | $4,729-100.0% | $5,089-100.0% |
| Admin fee / account holder | $203 | $127+60.0% | $6,410-96.8% | $79+157.1% |