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| Provider | Service type | Compensation |
|---|---|---|
BENEFIT PLAN ADMINISTRATORS5 years Filed as: BENEFIT PLAN ADMINISTRATIVE SERVICE Service code 15 · EIN 16-1503696 | Recordkeeping | $213,720 |
ZENITH AMERICAN SOLUTIONS2 years Service code 14 · EIN 52-1590516 | Plan Administrator | $41,922 |
Service code 10 · EIN 14-1624930 | Accounting | $29,000 |
ROBERT CHEVERIE2 years Filed as: ROBERT CHEVERIE & ASSOCIATES PC Service code 29 · EIN 06-1335139 | Legal | $12,000 |
SUMMIT ACTUARIAL SERVICE6+ years 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 | $14,212 | $52,626-73.0% | $98,483-85.6% | $93,010-84.7% |
| Participation rate | 100.0% | 65.3%+34.7pp | 73.3%+26.7pp | 73.9%+26.1pp |
| Annual return | 20.89% | 16.95%+3.9pp | 1494.38%-1473.5pp | 158.70%-137.8pp |
| Employer contribution / active EE | $1,068 | $1,894-43.6% | $2,961-63.9% | $2,705-60.5% |
| Participant deferral / active EE | $0 | $2,907-100.0% | $4,276-100.0% | $4,561-100.0% |
| Admin fee / account holder | $152 | $102+48.4% | $5,953-97.5% | $1520% |