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| Provider | Service type | Compensation |
|---|---|---|
ZENITH AMERICAN SOLUTIONS2 years Filed as: ZENITH AMERICAN SOLUTIONS, INC. Service code 13 · EIN 25-1696740 3 GATEWAY AVENUE, 401 LIBERTY AVENU · PITTSBURGH, PA 152221024 | Contract Administrator | $87,123 |
STEVENS & LEE3 years Service code 29 · EIN 23-1886296 111 NORTH SIXTH STREET · READING, PA 19601 | Legal | $34,098 |
FOSTER & FOSTER2 years Service code 11 · EIN 23-2503024 1136 HAMILTON STREET · ALLENTOWN, PA 18101 | Actuarial | $28,813 |
THE SEGAL COMPANY3 years Filed as: SEGAL MARCOS ADVISORS Service code 27 · EIN 13-2646110 P.O. BOX 6412 · NEW YORK, NY 10261 | Advisory (Plan) | $24,500 |
SUNTRUST BANKS, INC.1 year Filed as: TRUIST BANK Service code 19 · EIN 56-0939887 214 N TYRON STREET · CHARLOTTE, NC 28202 | Securities Custodian | $6,000 |
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More than 10% of assets are held in cash - possible menu-design or default-fund problem.
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $136,977-100.0% | $53,690-100.0% | $46,984-100.0% |
| Participation rate | 0.0% | 7.7%-7.7pp | 8.6%-8.6pp | 5.6%-5.6pp |
| Annual return | -19.81% | -15.49%-4.3pp | -4.80%-15.0pp | 39.77%-59.6pp |
| Employer contribution / active EE | $5,770 | $9,399-38.6% | $30,897-81.3% | $19,959-71.1% |
| Participant deferral / active EE | $0 | $320-100.0% | $64-100.0% | $614-100.0% |
| Admin fee / account holder | $0 | $4-100.0% | $40,849-100.0% | $62-100.0% |