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| Provider | Service type | Compensation |
|---|---|---|
ZENITH AMERICAN SOLUTIONS4+ years Service code 14 5420 W SOUTHERN AVENUE · INDIANAPOLIS, IN 462415569 | Plan Administrator | $268,389 |
Filed as: SANTA BARBARA Service code 28 · EIN 20-3432117 | Investment Management | $191,405 |
WASMER, SCHROEDER & CO INC.4+ years Service code 28 600 5TH AVENUE S. · NAPLES, FL 34102 | Investment Management | $155,542 |
ATALANTA SOSNOFF4+ years Service code 10 · EIN 20-0461050 | Accounting | $118,068 |
CASTIGLIA LLP4+ years Service code 10 · EIN 46-2725636 | Accounting | $73,913 |
Filed as: STACEY BRAUN Service code 28 377 BROADWAY · NEW YORK, NY 10013 | Investment Management | $67,766 |
Filed as: GORLICK, KRAVITZ & LISTHAUS Service code 29 · EIN 13-3790829 | Legal | $64,792 |
VIRGINIA & AMBINDER, LLP4+ years Filed as: VIRGINIA & AMBINDER Service code 29 · EIN 13-4166736 | Legal | $39,595 |
PNC BANK, N.A.2 years Filed as: PNC BANK Service code 19 · EIN 22-1146430 | Securities Custodian | $37,636 |
Filed as: MERRILL LYNCH Service code 27 · EIN 13-5674085 | Advisory (Plan) | $24,000 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $63,010 | $82,546-23.7% | $140,019-55.0% | $75,289-16.3% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.5%+12.5pp | 72.4%+27.6pp |
| Annual return | -0.44% | -0.36%-0.1pp | 651.19%-651.6pp | -0.04%-0.4pp |
| Employer contribution / active EE | $9,798 | $3,856+154.1% | $5,605+74.8% | $2,405+307.4% |
| Participant deferral / active EE | $0 | $5,731-100.0% | $6,927-100.0% | $3,739-100.0% |
| Admin fee / account holder | $357 | $86+316.2% | $10,705-96.7% | $102+248.9% |