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| Provider | Service type | Compensation |
|---|---|---|
ZENITH AMERICAN SOLUTIONS6 years Service code 12 · EIN 52-1590516 | Claims processing | $257,285 |
THE SEGAL COMPANY8+ years Filed as: BUCHBINDER TUNICK & CO. LLP Service code 10 · EIN 13-1578842 | Accounting | $67,150 |
AMALGAMATED BANK8+ years Service code 19 · EIN 13-4920330 | Securities Custodian | $55,986 |
THE SEGAL COMPANY6 years Filed as: SEGAL MARCO ADVISORS Service code 51 · EIN 13-2646110 | Investment Mgmt Fees | $22,500 |
KLEIN ZELMAN ROTHERMEL JACOBS & SCH8+ years Service code 29 · EIN 13-2998136 | Legal | $14,994 |
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.
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
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 | $7,609 | $63,321-88.0% | $68,791-88.9% | $77,904-90.2% |
| Participation rate | 100.0% | 71.1%+28.9pp | 69.0%+31.0pp | 73.7%+26.3pp |
| Annual return | -11.88% | -6.50%-5.4pp | -6.38%-5.5pp | 12.21%-24.1pp |
| Employer contribution / active EE | $2,257 | $2,794-19.2% | $2,655-15.0% | $2,848-20.8% |
| Participant deferral / active EE | $0 | $4,029-100.0% | $3,941-100.0% | $4,806-100.0% |
| Admin fee / account holder | $63 | $104-39.2% | $4,932-98.7% | $133-52.2% |