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| Provider | Service type | Compensation |
|---|---|---|
ZENITH AMERICAN SOLUTIONS10+ years Service code 14 · EIN 52-1590516 | Plan Administrator | $50,070 |
Filed as: NEEDLES, OYEWO & ASSOCIATES LLC. Service code 10 · EIN 51-0435869 | Accounting | $22,833 |
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 |
US BANK10+ years Service code 18 · EIN 31-0841368 | Custodial (other than securities) | $11,239 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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.
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $61,732 | $92,224-33.1% | $105,223-41.3% | $79,634-22.5% |
| Participation rate | 20.1% | 69.2%-49.0pp | 75.0%-54.9pp | 62.5%-42.4pp |
| Annual return | 4.78% | 88.65%-83.9pp | 180.65%-175.9pp | 36.46%-31.7pp |
| Employer contribution / active EE | $3,808 | $3,965-3.9% | $3,689+3.3% | $2,529+50.6% |
| Participant deferral / active EE | $0 | $3,834-100.0% | $5,072-100.0% | $3,835-100.0% |
| Admin fee / account holder | $486 | $1,121-56.7% | $8,859-94.5% | $1,002-51.5% |