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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 |
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 | $85,660-82.9% | $136,867-89.3% | $85,660-82.9% |
| Participation rate | 100.0% | 74.8%+25.2pp | 74.5%+25.5pp | 74.8%+25.2pp |
| Annual return | 10.60% | 19.52%-8.9pp | 42.97%-32.4pp | 19.52%-8.9pp |
| Employer contribution / active EE | $1,415 | $4,199-66.3% | $3,547-60.1% | $4,199-66.3% |
| Participant deferral / active EE | $0 | $3,518-100.0% | $4,924-100.0% | $3,518-100.0% |
| Admin fee / account holder | $134 | $224-40.3% | $10,340-98.7% | $224-40.3% |