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| Provider | Service type | Compensation |
|---|---|---|
ZENITH AMERICAN SOLUTIONS9+ years Service code 14 5420 W SOUTHERN AVENUE · INDIANAPOLIS, IN 462415569 | Plan Administrator | $207,924 |
WASMER, SCHROEDER & CO INC.9+ years Service code 28 600 5TH AVENUE S. · NAPLES, FL 34102 | Investment Management | $199,704 |
Filed as: INTERCONTINENTAL Service code 28 1270 SOLDIERS FIELD ROAD · BOSTON, MA 02135 | Investment Management | $158,950 |
ATALANTA SOSNOFF9+ years Service code 28 · EIN 20-0461050 | Investment Management | $125,528 |
Filed as: STACEY BRAUN Service code 28 377 BROADWAY · NEW YORK, NY 10013 | Investment Management | $112,180 |
Filed as: MERRILL LYNCH Service code 27 · EIN 13-5674085 | Advisory (Plan) | $102,500 |
Filed as: GORLICK, KRAVITZ & LISTHAUS Service code 29 · EIN 13-3790829 | Legal | $83,475 |
Filed as: MERRILL LYNCH - SANTA BARBARA Service code 28 · EIN 13-5674085 | Investment Management | $81,154 |
LORD ABBETT3 years Service code 28 90 HUDSON STREET · JERSEY CITY, NJ 073023973 | Investment Management | $80,156 |
CASTIGLIA LLP9+ years Service code 10 · EIN 46-2725636 | Accounting | $71,560 |
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 | $66,238 | $88,479-25.1% | $96,543-31.4% | $80,187-17.4% |
| Participation rate | 100.0% | 79.9%+20.1pp | 74.3%+25.7pp | 72.9%+27.1pp |
| Annual return | 7.52% | 22.53%-15.0pp | 35.75%-28.2pp | 40.40%-32.9pp |
| Employer contribution / active EE | $10,584 | $4,177+153.4% | $3,741+183.0% | $2,980+255.2% |
| Participant deferral / active EE | $0 | $3,961-100.0% | $4,880-100.0% | $5,016-100.0% |
| Admin fee / account holder | $423 | $211+100.1% | $6,737-93.7% | $145+191.9% |