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| Provider | Service type | Compensation |
|---|---|---|
ZENITH AMERICAN SOLUTIONS6 years Filed as: ZENITH AMERICAN SOLUTIONS INC Service code 13 · EIN 52-1590516 | Contract Administrator | $128,280 |
CARELLA BYRNE4 years Filed as: CARELLA,BYRNE,CECCHI,OLSTEIN,BRODY Service code 29 · EIN 22-2045935 | Legal | $81,663 |
MORGAN STANLEY SMITH BARNEY7+ years Filed as: MORGAN STANLEY SMITH BARNEY, LLC Service code 15 · EIN 20-8764829 | Recordkeeping | $43,170 |
THE SEGAL COMPANY7+ years Service code 11 · EIN 13-1835864 | Actuarial | $27,124 |
Filed as: WCM INVESTMENT MANAGEMENT Service code 28 · EIN 95-3046237 | Investment Management | $22,959 |
NOVAK FRANCELLA LLC7+ years Filed as: NOVAK FRANCELLA, LLC Service code 10 · EIN 61-1436956 | Accounting | $17,800 |
STACEY BRAUN ASSOCIATES, INC.7+ years Filed as: STACEY BRAUN ASSOCIATES, INC.. Service code 28 · EIN 13-2889432 | Investment Management | $15,176 |
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 | $503,327-100.0% | $213,834-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 12.3%-12.3pp | - |
| Annual return | -13.99% | 55.68%-69.7pp | -5.16%-8.8pp | - |
| Employer contribution / active EE | $0 | $21,727-100.0% | $31,020-100.0% | - |
| Participant deferral / active EE | $0 | $0 | $101-100.0% | - |
| Admin fee / account holder | $0 | $311,717-100.0% | $2,852-100.0% | - |