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| Provider | Service type | Compensation |
|---|---|---|
BENEFIT PLAN ADMINISTRATORS6 years Filed as: BENEFIT PLAN ADMINISTRATIVE SERVICE Service code 15 · EIN 16-1503696 | Recordkeeping | $223,669 |
ZENITH AMERICAN SOLUTIONS3 years Service code 14 · EIN 52-1590516 | Plan Administrator | $43,179 |
Service code 10 · EIN 14-1624930 | Accounting | $14,600 |
ROBERT CHEVERIE3 years Filed as: ROBERT CHEVERIE & ASSOCIATES PC Service code 29 · EIN 06-1335139 | Legal | $12,247 |
SUMMIT ACTUARIAL SERVICE7+ 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 | $12,187 | $43,236-71.8% | $82,763-85.3% | $77,906-84.4% |
| Participation rate | 100.0% | 64.2%+35.8pp | 72.6%+27.4pp | 73.7%+26.3pp |
| Annual return | -10.61% | 2.40%-13.0pp | 702.45%-713.1pp | 12.16%-22.8pp |
| Employer contribution / active EE | $1,049 | $1,924-45.5% | $3,008-65.1% | $2,846-63.2% |
| Participant deferral / active EE | $0 | $3,069-100.0% | $4,395-100.0% | $4,805-100.0% |
| Admin fee / account holder | $135 | $102+32.0% | $5,325-97.5% | $133+2.0% |