| Provider | Service type | Compensation |
|---|---|---|
ZENITH AMERICAN SOLUTIONS2 years Service code 14 | Plan Administrator | $191,404 |
THE SEGAL COMPANY5+ years Service code 11 · EIN 13-1835864 | Actuarial | $95,650 |
MORGAN STANLEY SMITH BARNEY5+ years Filed as: MORGAN STANLEY Service code 51 · EIN 13-2869611 | Investment Mgmt Fees | $60,000 |
CLEARY, JOSEM & TRIGIANI LLP5+ years Filed as: CLEARY & JOSEM LLP Service code 29 · EIN 23-2657967 | Legal | $50,062 |
WEAVER AND TIDWELL, LLP5+ years Filed as: WEAVER C. BARKSDALE & ASSOC. Q Service code 51 | Investment Mgmt Fees | $35,634 |
GRASSI & CO5+ years Filed as: GRASSI & CO., CPAS Service code 10 · EIN 11-3266576 | Accounting | $27,676 |
SAGE ADVISORY SERVICES5+ years Filed as: SAGE ADVISORY Service code 51 | Investment Mgmt Fees | $5,768 |
Annual investment return is in the bottom quintile of the peer cohort.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $69,696-100.0% | $161,646-100.0% | $317,036-100.0% |
| Participation rate | 0.0% | 6.2%-6.2pp | 15.5%-15.5pp | 13.0%-13.0pp |
| Annual return | 0.22% | 12.03%-11.8pp | 12.93%-12.7pp | 13.59%-13.4pp |
| Employer contribution / active EE | $24,036 | $19,417+23.8% | $35,210-31.7% | $14,592+64.7% |
| Participant deferral / active EE | $0 | $253-100.0% | $458-100.0% | $67-100.0% |
| Admin fee / account holder | $0 | $907-100.0% | $4,659-100.0% | $29,657-100.0% |