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| Provider | Service type | Compensation |
|---|---|---|
ZENITH AMERICAN SOLUTIONS3+ years Service code 14 5420 W SOUTHERN AVENUE · INDIANAPOLIS, IN 462415569 | Plan Administrator | $228,889 |
Filed as: SANTA BARBARA Service code 28 · EIN 20-3432117 | Investment Management | $190,655 |
WASMER, SCHROEDER & CO INC.3+ years Service code 28 600 5TH AVENUE S. · NAPLES, FL 34102 | Investment Management | $159,029 |
Filed as: GORLICK, KRAVITZ & LISTHAUS Service code 29 · EIN 13-3790829 | Legal | $127,061 |
ATALANTA SOSNOFF3+ years Service code 28 · EIN 20-0461050 | Investment Management | $101,854 |
Filed as: STACEY BRAUN Service code 28 377 BROADWAY · NEW YORK, NY 10013 | Investment Management | $67,148 |
AMALGAMATED BANK3+ years Service code 19 · EIN 13-4920330 | Securities Custodian | $51,327 |
CASTIGLIA LLP3+ years Service code 10 · EIN 46-2725636 | Accounting | $47,451 |
Filed as: MERRILL LYNCH Service code 27 · EIN 13-5674085 | Advisory (Plan) | $24,000 |
VIRGINIA & AMBINDER, LLP3+ years Filed as: VIRGINIA & AMBINDER Service code 29 · EIN 13-4166736 | Legal | $21,122 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $66,595 | $89,274-25.4% | $149,721-55.5% | $77,958-14.6% |
| Participation rate | 100.0% | 87.6%+12.4pp | 87.1%+12.9pp | 71.6%+28.4pp |
| Annual return | 7.94% | 20.36%-12.4pp | 1501.67%-1493.7pp | 20.87%-12.9pp |
| Employer contribution / active EE | $9,805 | $3,727+163.1% | $5,444+80.1% | $2,310+324.3% |
| Participant deferral / active EE | $0 | $5,382-100.0% | $6,568-100.0% | $3,537-100.0% |
| Admin fee / account holder | $391 | $240+63.0% | $11,282-96.5% | $97+301.5% |