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| Provider | Service type | Compensation |
|---|---|---|
ZENITH AMERICAN SOLUTIONS4 years Service code 12 · EIN 52-1590516 | Claims processing | $252,432 |
AMALGAMATED BANK6+ years Service code 19 · EIN 13-4920330 | Securities Custodian | $59,446 |
THE SEGAL COMPANY6+ years Filed as: BUCHBINDER TUNICK & CO. LLP Service code 10 · EIN 13-1578842 | Accounting | $54,750 |
THE SEGAL COMPANY4 years Filed as: SEGAL MARCO ADVISORS Service code 51 · EIN 13-2646110 | Investment Mgmt Fees | $20,000 |
KLEIN ZELMAN ROTHERMEL JACOBS & SCH6+ years Service code 29 · EIN 13-2998136 | Legal | $13,288 |
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 | $9,071 | $74,462-87.8% | $81,983-88.9% | $90,288-90.0% |
| Participation rate | 100.0% | 69.7%+30.3pp | 69.2%+30.8pp | 73.4%+26.6pp |
| Annual return | 10.38% | 17.56%-7.2pp | 41.31%-30.9pp | 53.97%-43.6pp |
| Employer contribution / active EE | $2,124 | $2,334-9.0% | $2,498-15.0% | $2,524-15.8% |
| Participant deferral / active EE | $0 | $3,602-100.0% | $3,722-100.0% | $4,232-100.0% |
| Admin fee / account holder | $62 | $98-36.6% | $5,664-98.9% | $114-45.5% |