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| Provider | Service type | Compensation |
|---|---|---|
Filed as: MORGAN STANLEY Service code 20 | Trustee (individual) | $87,467 |
ZENITH AMERICAN SOLUTIONS6 years Service code 12 · EIN 06-0811449 | Claims processing | $50,880 |
Service code 11 · EIN 31-1582098 | Actuarial | $34,000 |
Filed as: EMPOWER Service code 20 | Trustee (individual) | $24,400 |
Filed as: LAPIER, DILLON & ASSOCIATES, PC Service code 10 · EIN 32-0048525 | Accounting | $18,546 |
KRAKOW & SOURIS1 year Filed as: KRAKOW SOURIS & LANDRY, LLC Service code 22 · EIN 13-3689044 | Insurance Broker | $13,000 |
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More than 10% of assets are held in cash - possible menu-design or default-fund problem.
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 | $164,233-100.0% | $164,721-100.0% | $164,233-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 21.0%-21.0pp | 0.0%0pp |
| Annual return | -3.88% | -8.26%+4.4pp | -5.84%+2.0pp | 2.77%-6.7pp |
| Employer contribution / active EE | $9,847 | $12,543-21.5% | $31,839-69.1% | $15,262-35.5% |
| Participant deferral / active EE | $0 | $0 | $2-100.0% | $691-100.0% |
| Admin fee / account holder | $0 | $1,015-100.0% | $1,000-100.0% | $1,015-100.0% |