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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 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $122,258-94.6% | $199,883-96.7% | $64,097-89.7% |
| Participation rate | 100.0% | 79.0%+21.0pp | 86.8%+13.2pp | 55.2%+44.8pp |
| Annual return | 8.07% | 24.91%-16.8pp | 43.81%-35.7pp | 34.64%-26.6pp |
| Employer contribution / active EE | $1,212 | $4,242-71.4% | $6,261-80.6% | $1,891-35.9% |
| Participant deferral / active EE | $0 | $6,258-100.0% | $9,138-100.0% | $3,080-100.0% |
| Admin fee / account holder | $71 | $3,882-98.2% | $17,268-99.6% | $3,454-97.9% |