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| Provider | Service type | Compensation |
|---|---|---|
ZENITH AMERICAN SOLUTIONS7 years Filed as: ZENITH AMERICAN Service code 13 · EIN 52-1590516 | Contract Administrator | $197,544 |
BARATZ & ASSOCIATES, P.A.10+ years Service code 10 · EIN 22-2212404 | Accounting | $47,310 |
Filed as: CBIZ INC Service code 11 · EIN 31-1582098 | Actuarial | $25,075 |
JPMORGAN INVEST HOLDINGS LLC4 years Filed as: CHEVY CHASE TRUST CO Service code 20 · EIN 52-2037618 | Trustee (individual); Investment mana... | $20,014 |
MORGAN STANLEY SMITH BARNEY10+ years Service code 27 · EIN 13-2919773 | Advisory (Plan) | $10,000 |
SPEAR WILDERMAN1 year Filed as: SPEAR, WILDERMAN Service code 29 · EIN 23-2749522 | Legal | $6,810 |
Filed as: KB 74 BENEFITS AND ADMINISTRATION Service code 11 3031 WALTON RD, BLDG B · PLYMOUTH MEETING, PA 19462 | Actuarial | $5,000 |
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Employer contribution per participant 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 | $0 | $0 | $179,823-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 42.1%-42.1pp | 0.0%0pp |
| Annual return | 10.15% | 17.72%-7.6pp | 148.65%-138.5pp | 9.30%+0.9pp |
| Employer contribution / active EE | $887 | $3,186-72.2% | $26,844-96.7% | $12,551-92.9% |
| Participant deferral / active EE | $0 | $2,867-100.0% | $63-100.0% | $2,867-100.0% |
| Admin fee / account holder | $0 | $0 | $1,660-100.0% | - |