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| Provider | Service type | Compensation |
|---|---|---|
ZENITH AMERICAN SOLUTIONS8 years Filed as: ZENITH AMERICAN SOLUTIONS INC Service code 13 · EIN 52-1590516 | Contract Administrator | $56,400 |
Filed as: GLOBAL RETIREMENT PARTNERS Service code 27 4340 REDWOOD HWY STE B-60 · SAN RAFAEL, CA 94903 | Advisory (Plan) | $21,000 |
STEPHEN J. O'BRIEN10+ years Filed as: STEPHEN J. O'BRIEN & ASSOCIATES Service code 29 · EIN 25-1884429 | Legal | $9,488 |
CYPHER & CYPHER9 years Service code 10 · EIN 25-1385288 | Accounting | $7,804 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $58,587 | $83,023-29.4% | $102,437-42.8% | $77,762-24.7% |
| Participation rate | 100.0% | 71.5%+28.5pp | 74.5%+25.5pp | 70.6%+29.4pp |
| Annual return | 12.55% | 19.12%-6.6pp | 24.95%-12.4pp | 31.27%-18.7pp |
| Employer contribution / active EE | $2,587 | $3,552-27.2% | $3,871-33.2% | $2,728-5.2% |
| Participant deferral / active EE | $0 | $4,110-100.0% | $5,060-100.0% | $4,651-100.0% |
| Admin fee / account holder | $385 | $639-39.8% | $8,388-95.4% | $433-11.1% |