| Provider | Service type | Compensation |
|---|---|---|
ZENITH AMERICAN SOLUTIONS4 years Service code 13 · EIN 52-1590516 | Contract Administrator | $191,404 |
THE SEGAL COMPANY7+ years Service code 11 · EIN 06-0839113 | Actuarial | $167,220 |
CLEARY, JOSEM & TRIGIANI LLP2 years Service code 29 · EIN 23-2657967 | Legal | $50,493 |
THE SEGAL COMPANY1 year Filed as: BUCHBINDER TUNICK & CO., LLP Service code 10 · EIN 13-1835864 | Accounting | $27,500 |
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 | $156,023-100.0% | $161,924-100.0% | $286,788-100.0% |
| Participation rate | 0.0% | 56.3%-56.3pp | 34.6%-34.6pp | 37.6%-37.6pp |
| Annual return | 222.05% | 9.86%+212.2pp | 10.41%+211.6pp | 9.30%+212.8pp |
| Employer contribution / active EE | $335,889 | $35,661+841.9% | $31,248+974.9% | $43,750+667.8% |
| Participant deferral / active EE | $0 | $3-100.0% | $4-100.0% | $83-100.0% |
| Admin fee / account holder | $0 | $1,130-100.0% | $1,130-100.0% | $12,596-100.0% |