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| Provider | Service type | Compensation |
|---|---|---|
BENEFIT PLAN ADMINISTRATORS9 years Filed as: BENEFIT PLAN ADMINISTRATIVE SERVICE Service code 15 · EIN 16-1503696 | Recordkeeping | $288,118 |
ZENITH AMERICAN SOLUTIONS6 years Service code 14 · EIN 52-1590516 | Plan Administrator | $44,477 |
TEAL, BECKER & CHIARAMONTE CPAS PC10+ years Service code 10 · EIN 14-1624930 | Accounting | $17,000 |
ROBERT CHEVERIE6 years Filed as: ROBERT CHEVERIE & ASSOCIATES PC Service code 29 · EIN 06-1335139 | Legal | $11,000 |
SUMMIT FINANCIAL CORPORATION2 years Filed as: SUMMIT ACTUARIAL SERVICES Service code 11 · EIN 77-0645890 | Actuarial | $7,500 |
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $14,608 | $45,375-67.8% | $66,674-78.1% | $100,573-85.5% |
| Participation rate | 100.0% | 57.4%+42.6pp | 73.7%+26.3pp | 70.9%+29.1pp |
| Annual return | 10.60% | 12.25%-1.7pp | 321.24%-310.6pp | 18.89%-8.3pp |
| Employer contribution / active EE | $1,415 | $1,716-17.6% | $2,620-46.0% | $3,763-62.4% |
| Participant deferral / active EE | $0 | $2,167-100.0% | $4,084-100.0% | $4,921-100.0% |
| Admin fee / account holder | $134 | $288-53.5% | $5,098-97.4% | $454-70.5% |