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| Provider | Service type | Compensation |
|---|---|---|
ZENITH AMERICAN SOLUTIONS8 years Service code 13 · EIN 52-1590516 | Contract Administrator | $76,080 |
COHEN & STEERS3 years Filed as: COHEN WEISS AND SIMON LLP Service code 29 · EIN 13-1592323 | Legal | $56,294 |
AMERISERV TRUST & FINANCIAL SERVICE10+ years Filed as: AMERISERVE Service code 19 · EIN 25-1689052 | Securities Custodian | $26,744 |
CYPHER & CYPHER10+ years Filed as: CYPHER & CYPHER CPA'S Service code 10 · EIN 25-1385288 | Accounting | $8,115 |
KOSMERL & COMPANY, P.C.4 years Filed as: KOSMERL & COMPANY P.C. Service code 10 535 NORTH FIFTH STREET · READING, PA 19601 | Accounting | $7,333 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $13,723 | $83,023-83.5% | $102,437-86.6% | $77,762-82.4% |
| Participation rate | 100.0% | 71.5%+28.5pp | 74.5%+25.5pp | 70.6%+29.4pp |
| Annual return | 13.41% | 19.12%-5.7pp | 24.95%-11.5pp | 31.27%-17.9pp |
| Employer contribution / active EE | $3,458 | $3,552-2.7% | $3,871-10.7% | $2,728+26.8% |
| Participant deferral / active EE | $0 | $4,110-100.0% | $5,060-100.0% | $4,651-100.0% |
| Admin fee / account holder | $166 | $639-74.1% | $8,388-98.0% | $433-61.7% |