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| Provider | Service type | Compensation |
|---|---|---|
Filed as: PRUDENTIAL Service code 28 · EIN 06-1050034 | Investment Management | $65,820 |
ZENITH AMERICAN SOLUTIONS2 years Filed as: ZENITH-AMERICAN SOLUTIONS Service code 13 · EIN 25-1845908 401 LIBERTY AVE, 3 GATEWAY CENTER · PITTSBURGH, PA 15222 | Contract Administrator | $44,052 |
BOLTON PARTNERS, INC.4+ years Filed as: BOLTON PARTNERS INC Service code 16 100 LIGHT ST, 9TH FLOOR · BALTIMORE, MD 21202 | Consulting | $27,125 |
MEYER, UNKOVIC & SCOTT4+ years Filed as: MEYER, UNKOVIC & SCOTT LLP Service code 29 · EIN 25-4008021 535 SMITHFIELD ST, SUITE 1300 · PITTSBURGH, PA 15222 | Legal | $16,052 |
PACKER THOMAS4+ years Service code 10 · EIN 34-1667340 325 EAST WASHINGTON STREET · NEW CASTLE, PA 16101 | Accounting | $13,257 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $65,630 | $80,005-18.0% | $140,019-53.1% | $55,725+17.8% |
| Participation rate | 100.0% | 87.0%+13.0pp | 87.5%+12.5pp | 70.9%+29.1pp |
| Annual return | -3.79% | 0.46%-4.2pp | 651.17%-655.0pp | 244.93%-248.7pp |
| Employer contribution / active EE | $4,485 | $3,403+31.8% | $5,605-20.0% | $2,078+115.8% |
| Participant deferral / active EE | $0 | $5,264-100.0% | $6,927-100.0% | $3,356-100.0% |
| Admin fee / account holder | $328 | $116+183.8% | $10,705-96.9% | $115+185.1% |