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| Provider | Service type | Compensation |
|---|---|---|
ZENITH AMERICAN SOLUTIONS9 years Filed as: ZENITH AMERICAN SOLUTIONS INC Service code 13 · EIN 52-1590516 | Contract Administrator | $132,370 |
CARELLA BYRNE7 years Filed as: CARELLA,BYRNE,CECCHI,OLSTEIN,BRODY Service code 29 · EIN 22-2045935 | Legal | $55,601 |
THE SEGAL COMPANY10+ years Service code 11 · EIN 13-1835864 | Actuarial | $55,263 |
Filed as: MORGAN STANLEY GRAYSTONE CONSULTING Service code 28 · EIN 26-4310632 | Investment Management | $24,338 |
NOVAK FRANCELLA LLC10+ years Filed as: NOVAK FRANCELLA, LLC Service code 10 · EIN 61-1436956 | Accounting | $20,600 |
Filed as: WCM INVESTMENT MANAGEMENT Service code 28 · EIN 95-3046237 | Investment Management | $16,379 |
MORGAN STANLEY SMITH BARNEY10+ years Filed as: MORGAN STANLEY SMITH BARNEY, LLC Service code 15 · EIN 20-8764829 | Recordkeeping | $15,293 |
Service code 28 · EIN 13-2889432 | Investment Management | $12,654 |
PNC BANK, N.A.3 years Filed as: PNC BANK, NA Service code 15 · EIN 22-1146430 | Recordkeeping | $9,059 |
SUSANIN WIDMAN & BRENNAN PC10+ years Filed as: SUSANIN, WIDMAN & BRENNAN, PC Service code 29 · EIN 23-2265950 | Legal | $5,124 |
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.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $79,278-100.0% | $79,278-100.0% | $380,063-100.0% |
| Participation rate | 0.0% | 10.0%-10.0pp | 7.7%-7.7pp | 27.7%-27.7pp |
| Annual return | 11.09% | -0.76%+11.8pp | 0.87%+10.2pp | 15.59%-4.5pp |
| Employer contribution / active EE | $0 | $17,429-100.0% | $17,293-100.0% | $33,256-100.0% |
| Participant deferral / active EE | $0 | $0 | $0 | $83-100.0% |
| Admin fee / account holder | $0 | $20-100.0% | $20-100.0% | $21,009-100.0% |