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| Provider | Service type | Compensation |
|---|---|---|
ZENITH AMERICAN SOLUTIONS6 years Service code 13 · EIN 52-1590516 | Contract Administrator | $76,080 |
KOSMERL & COMPANY, P.C.2 years Filed as: KOSMERL & COMPANY P.C. Service code 10 535 NORTH FIFTH STREET · READING, PA 19601 | Accounting | $24,045 |
Filed as: AMERISERVE Service code 19 · EIN 25-1689052 | Securities Custodian | $16,645 |
CYPHER & CYPHER8+ years Filed as: CYPHER & CYPHER CPA'S Service code 10 · EIN 25-1385288 | Accounting | $12,090 |
MCNEES WALLACE & NURICK1 year Filed as: MCNEES WALLACE AND NURICK Service code 29 · EIN 23-1256003 | Legal | $8,000 |
SPEAR WILDERMAN8+ years Service code 29 · EIN 25-2331913 | Legal | $6,500 |
COHEN & STEERS1 year Filed as: COHEN WEISS AND SIMON LLP Service code 29 · EIN 13-1592323 | Legal | $5,158 |
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.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $10,722 | $106,236-89.9% | $112,228-90.4% | $64,808-83.5% |
| Participation rate | 100.0% | 71.7%+28.3pp | 75.1%+24.9pp | 71.5%+28.5pp |
| Annual return | -13.01% | -6.02%-7.0pp | 27.45%-40.5pp | 32.82%-45.8pp |
| Employer contribution / active EE | $2,330 | $3,166-26.4% | $3,635-35.9% | $2,506-7.0% |
| Participant deferral / active EE | $0 | $3,785-100.0% | $4,728-100.0% | $4,310-100.0% |
| Admin fee / account holder | $137 | $452-69.6% | $6,410-97.9% | $188-26.8% |