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| Provider | Service type | Compensation |
|---|---|---|
ZENITH AMERICAN SOLUTIONS6+ years Service code 14 5420 W SOUTHERN AVENUE · INDIANAPOLIS, IN 462415569 | Plan Administrator | $212,149 |
WASMER, SCHROEDER & CO INC.6+ years Service code 28 600 5TH AVENUE S. · NAPLES, FL 34102 | Investment Management | $204,641 |
ATALANTA SOSNOFF6+ years Service code 28 · EIN 20-0461050 | Investment Management | $152,700 |
Filed as: INTERCONTINENTAL Service code 28 1270 SOLDIERS FIELD ROAD · BOSTON, MA 02135 | Investment Management | $130,990 |
Filed as: STACEY BRAUN Service code 28 377 BROADWAY · NEW YORK, NY 10013 | Investment Management | $88,101 |
CASTIGLIA LLP6+ years Service code 10 · EIN 46-2725636 | Accounting | $77,742 |
Filed as: GORLICK, KRAVITZ & LISTHAUS Service code 29 · EIN 13-3790829 | Legal | $56,890 |
VIRGINIA & AMBINDER, LLP6+ years Filed as: VIRGINIA & AMBINDER Service code 29 · EIN 13-4166736 | Legal | $42,926 |
PNC BANK, N.A.4 years Filed as: PNC BANK Service code 19 · EIN 22-1146430 | Securities Custodian | $41,708 |
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.)
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 | $71,874 | $81,719-12.0% | $101,275-29.0% | $90,274-20.4% |
| Participation rate | 100.0% | 80.7%+19.3pp | 75.8%+24.2pp | 73.4%+26.6pp |
| Annual return | 7.50% | 337.64%-330.1pp | 46.46%-39.0pp | 53.97%-46.5pp |
| Employer contribution / active EE | $9,308 | $3,622+157.0% | $3,660+154.3% | $2,523+268.9% |
| Participant deferral / active EE | $0 | $3,310-100.0% | $4,370-100.0% | $4,231-100.0% |
| Admin fee / account holder | $336 | $162+107.2% | $5,948-94.4% | $114+194.2% |