| Provider | Service type | Compensation |
|---|---|---|
ZENITH AMERICAN SOLUTIONS3 years Service code 13 · EIN 52-1590516 | Contract Administrator | $229,341 |
THE SEGAL COMPANY6+ years Service code 11 · EIN 06-0839113 | Actuarial | $95,765 |
MORGAN STANLEY SMITH BARNEY6+ years Filed as: MORGAN STANLEY Service code 51 · EIN 26-4310632 | Investment Mgmt Fees | $60,000 |
GRASSI & CO6+ years Filed as: GRASSI & CO., CPAS Service code 10 · EIN 11-3266576 | Accounting | $40,543 |
Service code 29 · EIN 23-2657967 | Legal | $40,533 |
Service code 51 · EIN 62-1217255 | Investment Mgmt Fees | $17,936 |
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 | $198,586-100.0% | $161,673-100.0% | $198,586-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 41.7%-41.7pp | 13.5%-13.5pp |
| Annual return | 19.21% | 8.51%+10.7pp | 9.65%+9.6pp | 9.29%+9.9pp |
| Employer contribution / active EE | $4,683 | $7,965-41.2% | $27,458-82.9% | $15,168-69.1% |
| Participant deferral / active EE | $0 | $0 | $33-100.0% | $67-100.0% |
| Admin fee / account holder | $0 | $2,037-100.0% | $23,561-100.0% | $2,037-100.0% |