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| Provider | Service type | Compensation |
|---|---|---|
ZENITH AMERICAN SOLUTIONS8 years Filed as: ZENITH AMERICAN SOLUTIONS, INC. Service code 12 · EIN 52-1590516 | Direct payment from the plan; Claims ... | $48,620 |
Service code 10 · EIN 31-0800053 | Accounting | $19,946 |
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.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $66,884 | $83,369-19.8% | $105,223-36.4% | $67,986-1.6% |
| Participation rate | 100.0% | 56.3%+43.7pp | 75.0%+25.0pp | 57.2%+42.8pp |
| Annual return | 11.38% | 24.64%-13.3pp | 180.65%-169.3pp | 31.67%-20.3pp |
| Employer contribution / active EE | $0 | $2,541-100.0% | $3,689-100.0% | $2,019-100.0% |
| Participant deferral / active EE | $5,064 | $3,295+53.7% | $5,072-0.1% | $3,358+50.8% |
| Admin fee / account holder | $436 | $4,073-89.3% | $8,859-95.1% | $3,203-86.4% |