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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 | $89,670-83.7% | $94,057-84.5% | $89,670-83.7% |
| Participation rate | 100.0% | 71.2%+28.8pp | 73.3%+26.7pp | 71.2%+28.8pp |
| Annual return | 10.60% | 19.66%-9.1pp | 480.62%-470.0pp | 19.66%-9.1pp |
| Employer contribution / active EE | $1,415 | $4,041-65.0% | $2,933-51.8% | $4,041-65.0% |
| Participant deferral / active EE | $0 | $3,962-100.0% | $4,709-100.0% | $3,962-100.0% |
| Admin fee / account holder | $134 | $352-62.0% | $7,244-98.2% | $352-62.0% |