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| Provider | Service type | Compensation |
|---|---|---|
ZENITH AMERICAN SOLUTIONS3 years Service code 12 · EIN 52-1590516 | Claims processing | $301,197 |
AMALGAMATED BANK5+ years Service code 19 · EIN 13-4920330 | Securities Custodian | $64,106 |
THE SEGAL COMPANY5+ years Filed as: BUCHBINDER TUNICK & CO. LLP Service code 10 · EIN 13-1578842 | Accounting | $37,200 |
THE SEGAL COMPANY3 years Filed as: SEGAL MARCO ADVISORS Service code 51 · EIN 13-2646110 | Investment Mgmt Fees | $20,000 |
KLEIN ZELMAN ROTHERMEL JACOBS & SCH5+ years Service code 29 · EIN 13-2998136 | Legal | $14,435 |
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.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $8,469 | $67,598-87.5% | $75,886-88.8% | $77,787-89.1% |
| Participation rate | 100.0% | 69.6%+30.4pp | 69.3%+30.7pp | 73.2%+26.8pp |
| Annual return | 11.61% | 23.18%-11.6pp | 30.76%-19.1pp | 32.57%-21.0pp |
| Employer contribution / active EE | $2,321 | $2,430-4.5% | $2,500-7.2% | $2,504-7.3% |
| Participant deferral / active EE | $0 | $3,502-100.0% | $3,603-100.0% | $3,967-100.0% |
| Admin fee / account holder | $66 | $96-32.0% | $5,418-98.8% | $100-34.5% |