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| Provider | Service type | Compensation |
|---|---|---|
Service code 17 · EIN 13-5674085 | Pension Consulting | $30,352 |
Service code 13 · EIN 42-0127290 | Contract Administrator | $16,456 |
Filed as: DUNBAR BENDER & ZAPF INC Service code 13 | Contract Administrator | $3,016 |
DUBAR BENDER & ZAPF1 year Filed as: DUBAR BENDER & ZAPF INC Service code 13 · EIN 25-1650062 | Contract Administrator | $1,725 |
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 | $90,267 | $101,499-11.1% | $147,005-38.6% | $74,546+21.1% |
| Participation rate | 76.8% | 75.5%+1.3pp | 82.2%-5.4pp | 67.2%+9.6pp |
| Annual return | 12.54% | 8732.34%-8719.8pp | 418.76%-406.2pp | 1366.03%-1353.5pp |
| Employer contribution / active EE | $2,644 | $3,811-30.6% | $4,934-46.4% | $2,624+0.8% |
| Participant deferral / active EE | $6,419 | $7,304-12.1% | $8,070-20.5% | $4,347+47.7% |
| Admin fee / account holder | $579 | $1,748-66.9% | $13,006-95.6% | $1,944-70.2% |