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| Provider | Service type | Compensation |
|---|---|---|
ZENITH AMERICAN SOLUTIONS10+ years Service code 14 · EIN 52-1590516 | Plan Administrator | $50,070 |
NEEDLES, OYEWO & ASSOCIATES LLC.1 year 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.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $61,732 | $77,788-20.6% | $119,126-48.2% | $64,728-4.6% |
| Participation rate | 20.1% | 69.4%-49.3pp | 75.8%-55.6pp | 57.9%-37.8pp |
| Annual return | 4.78% | 13.19%-8.4pp | 282.11%-277.3pp | 49.38%-44.6pp |
| Employer contribution / active EE | $3,808 | $4,031-5.5% | $4,034-5.6% | $2,243+69.8% |
| Participant deferral / active EE | $0 | $2,599-100.0% | $5,318-100.0% | $2,729-100.0% |
| Admin fee / account holder | $486 | $1,365-64.4% | $10,693-95.5% | $1,145-57.6% |