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| Provider | Service type | Compensation |
|---|---|---|
ZENITH AMERICAN SOLUTIONS2 years Filed as: ZENITH AMERICAN SOLUTIONS INC Service code 13 · EIN 52-1590516 | Contract Administrator | $48,678 |
FIDUCIA GROUP LLC4+ years Filed as: FIDUCIA GROUP Service code 27 100 WEST STATION SQ DR · PITTSBURGH, PA 15219 | Advisory (Plan) | $21,000 |
STEPHEN J. O'BRIEN4+ years Filed as: STEPHEN J. O'BRIEN & ASSOCIATES Service code 29 · EIN 25-1884429 | Legal | $20,938 |
CYPHER & CYPHER3 years Service code 10 · EIN 25-1385288 | Accounting | $5,446 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $48,441 | $56,443-14.2% | $83,831-42.2% | $55,725-13.1% |
| Participation rate | 100.0% | 72.0%+28.0pp | 76.1%+23.9pp | 70.9%+29.1pp |
| Annual return | -5.17% | 393.67%-398.8pp | 850.99%-856.2pp | 244.93%-250.1pp |
| Employer contribution / active EE | $2,776 | $2,682+3.5% | $3,631-23.5% | $2,078+33.6% |
| Participant deferral / active EE | $0 | $2,965-100.0% | $4,082-100.0% | $3,356-100.0% |
| Admin fee / account holder | $367 | $156+134.6% | $5,479-93.3% | $115+218.3% |