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| Provider | Service type | Compensation |
|---|---|---|
BENEFIT PLAN ADMINISTRATORS8 years Filed as: BENEFIT PLAN ADMINISTRATIVE SERVICE Service code 15 · EIN 16-1503696 | Recordkeeping | $250,771 |
ZENITH AMERICAN SOLUTIONS5 years Service code 14 · EIN 52-1590516 | Plan Administrator | $43,284 |
Service code 10 · EIN 14-1624930 | Accounting | $17,000 |
ROBERT CHEVERIE5 years Filed as: ROBERT CHEVERIE & ASSOCIATES PC Service code 29 · EIN 06-1335139 | Legal | $12,000 |
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 | $13,215 | $55,694-76.3% | $81,820-83.8% | $199,921-93.4% |
| Participation rate | 100.0% | 62.7%+37.3pp | 72.4%+27.6pp | 72.0%+28.0pp |
| Annual return | 11.43% | 19.59%-8.2pp | 777.93%-766.5pp | 34.28%-22.9pp |
| Employer contribution / active EE | $1,170 | $2,114-44.7% | $2,915-59.9% | $3,035-61.5% |
| Participant deferral / active EE | $0 | $3,299-100.0% | $4,323-100.0% | $5,089-100.0% |
| Admin fee / account holder | $128 | $348-63.3% | $7,391-98.3% | $269-52.5% |