Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
ZENITH AMERICAN SOLUTIONS10+ years Service code 14 · EIN 52-1590516 | Plan Administrator | $50,070 |
Filed as: US REAL ESTATE Service code 17 · EIN 04-2895544 | Pension Consulting | $18,961 |
THE SEGAL COMPANY8 years Filed as: SEGAL MARCO ADVISORS Service code 17 · EIN 13-2646110 | Pension Consulting | $15,000 |
NEEDLES & ASSOCIATES, LLC10+ years Service code 10 · EIN 51-0435869 | Accounting | $12,605 |
US BANK10+ years Service code 18 · EIN 31-0841368 | Custodial (other than securities) | $11,239 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $46,879 | $81,557-42.5% | $123,973-62.2% | $65,191-28.1% |
| Participation rate | 99.3% | 77.8%+21.4pp | 76.7%+22.6pp | 63.0%+36.3pp |
| Annual return | 4.78% | 11.45%-6.7pp | 388.13%-383.3pp | 51.24%-46.5pp |
| Employer contribution / active EE | $2,871 | $4,637-38.1% | $4,126-30.4% | $2,400+19.6% |
| Participant deferral / active EE | $0 | $2,628-100.0% | $5,247-100.0% | $2,671-100.0% |
| Admin fee / account holder | $343 | $1,040-67.0% | $11,799-97.1% | $907-62.2% |