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| Provider | Service type | Compensation |
|---|---|---|
ZENITH AMERICAN SOLUTIONS2 years Service code 13 · EIN 52-1590516 | Contract Administrator | $42,075 |
O'SULLIVAN ASSOCIATES4+ years Filed as: O'SULLIVAN ASSOCIATES, INC. Service code 11 · EIN 22-1837827 | Actuarial | $18,545 |
MSPC1 year Service code 10 · EIN 22-2951202 | Accounting | $16,500 |
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 | $365,710-100.0% | $298,592-100.0% | $233,076-100.0% |
| Participation rate | 0.0% | 61.5%-61.5pp | 44.5%-44.5pp | 46.4%-46.4pp |
| Annual return | 140.89% | 0.21%+140.7pp | -0.25%+141.1pp | -82.66%+223.6pp |
| Employer contribution / active EE | $0 | $43,613-100.0% | $39,776-100.0% | $43,771-100.0% |
| Participant deferral / active EE | $0 | $0-100.0% | $0-100.0% | $103-100.0% |
| Admin fee / account holder | $0 | $23,879-100.0% | $18,607-100.0% | $11,204-100.0% |