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| Provider | Service type | Compensation |
|---|---|---|
BACHELER & COMPANY PC2 years Service code 10 · EIN 23-2978066 400 SOUTH KINGS HIGHWAY · CHERRY HILL, NJ 08034 | Accounting | $17,042 |
AMALGAMATED BANK9 years Service code 18 · EIN 13-4920330 275 7TH AVENUE · NEW YORK, NY 10001 | Custodial (securities); Custodial (ot... | $12,967 |
ZENITH AMERICAN SOLUTIONS2 years Filed as: ZENITH AMERICAN SOLUTIONS INC. Service code 13 · EIN 52-1590516 302 KNIGHTS RUN AVENUE, SUITE 1100 · TAMPA, FL 33602 | Contract Administrator | $10,584 |
Annual investment return is in the bottom quintile of the peer cohort.
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.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $6,574 | $111,335-94.1% | $214,702-96.9% | $65,306-89.9% |
| Participation rate | 100.0% | 77.5%+22.5pp | 87.5%+12.5pp | 57.7%+42.3pp |
| Annual return | 8.07% | 22.64%-14.6pp | 54.55%-46.5pp | 21.94%-13.9pp |
| Employer contribution / active EE | $1,212 | $3,806-68.2% | $6,461-81.2% | $1,967-38.4% |
| Participant deferral / active EE | $0 | $5,927-100.0% | $9,147-100.0% | $2,959-100.0% |
| Admin fee / account holder | $71 | $5,028-98.6% | $19,830-99.6% | $3,480-98.0% |