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| Provider | Service type | Compensation |
|---|---|---|
ZENITH AMERICAN SOLUTIONS2+ years Service code 13 · EIN 95-2504490 | Contract Administrator | $191,133 |
NORTHERN TRUST COMPANY2+ years Filed as: THE NORTHERN TRUST CO. Service code 19 · EIN 36-1561860 | Securities Custodian | $132,442 |
MEKETA INVESTMENT GROUP2+ years Service code 27 · EIN 04-2659023 | Advisory (Plan) | $104,348 |
BUCHALTER2+ years Filed as: BUCHALTER NEMER Service code 29 · EIN 95-2640846 | Legal | $103,884 |
MORGAN STANLEY SMITH BARNEY2+ years Filed as: MORGAN STANLEY Service code 51 · EIN 13-0057834 | Investment Mgmt Fees | $87,639 |
GILBERT & SACKMAN2+ years Service code 29 · EIN 95-2906951 | Legal | $65,313 |
Filed as: BANK OF AMERICA Service code 21 PO BOX 15284 · WILMINGTON, DE 19850 | Bank Trustee | $55,148 |
MILLIMAN, INC.2+ years Filed as: MILLIMAN Service code 11 · EIN 91-0675641 | Actuarial | $53,935 |
MILLER KAPLAN ARASE LLP2+ years Service code 10 · EIN 95-2036255 | Accounting | $46,600 |
ABERDEEN ASSET MANAGEMENT, INC.2+ years Filed as: ABERDEEN ASSET MANAGEMENT Service code 28 · EIN 51-0368279 | Investment Management | $45,768 |
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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 | $32,487-100.0% | $115,507-100.0% | $35,636-100.0% |
| Participation rate | 0.0% | 38.4%-38.4pp | 42.8%-42.8pp | 1.8%-1.8pp |
| Annual return | 7.04% | 5.83%+1.2pp | 4.07%+3.0pp | 7.18%-0.1pp |
| Employer contribution / active EE | $10,761 | $11,683-7.9% | $45,149-76.2% | $13,095-17.8% |
| Participant deferral / active EE | $0 | $900-100.0% | $92-100.0% | $385-100.0% |
| Admin fee / account holder | $0 | $479-100.0% | $203,571-100.0% | $362-100.0% |