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| Provider | Service type | Compensation |
|---|---|---|
ZENITH AMERICAN SOLUTIONS3 years Service code 13 · EIN 52-1590516 | Contract Administrator | $42,000 |
MSPC2 years Service code 10 · EIN 22-2951202 | Accounting | $16,000 |
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.
The opinion is qualified. A specific issue limited the scope or accuracy of the audit.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $445,290-100.0% | $445,290-100.0% | $254,542-100.0% |
| Participation rate | 0.0% | 46.7%-46.7pp | 31.8%-31.8pp | 47.4%-47.4pp |
| Annual return | 187.10% | 10.97%+176.1pp | 11.97%+175.1pp | 12.16%+174.9pp |
| Employer contribution / active EE | $0 | $40,487-100.0% | $37,298-100.0% | $44,746-100.0% |
| Participant deferral / active EE | $0 | $24-100.0% | $23-100.0% | $170-100.0% |
| Admin fee / account holder | $0 | $1,503-100.0% | $1,503-100.0% | $17,640-100.0% |