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| Provider | Service type | Compensation |
|---|---|---|
ZENITH AMERICAN SOLUTIONS2 years Filed as: ZENITH AMERICAN SOLUTIONS INC. Service code 12 · EIN 52-1590516 | Claims processing | $98,895 |
SCHULTHEIS & PANETTIERI, LLP2 years Filed as: SCHULTHEIS & PANETTIERI Service code 10 · EIN 13-1577780 | Accounting | $42,316 |
SIKICH LLP4+ years Filed as: SIKICH, LLP Service code 10 · EIN 36-3168081 | Accounting | $38,036 |
SPIVAK LIPTON LLP4+ years Filed as: SPIVAK LIPTON Service code 21 · EIN 13-3494495 | Bank Trustee | $34,481 |
MARQUETTE ASSOCIATES4+ years Filed as: MARQUETTE ASSOC Service code 21 · EIN 36-3555078 | Bank Trustee | $25,000 |
THE VANGUARD GROUP, INC.4+ years Filed as: VANGUARD Service code 15 · EIN 23-1945930 | Recordkeeping | $11,571 |
KOBGO ASSOCIATES3 years Filed as: KOBGO Service code 12 · EIN 13-2751089 | Claims processing | $2,560 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $61,067 | $37,884+61.2% | $79,467-23.2% | $75,289-18.9% |
| Participation rate | 94.7% | 65.0%+29.7pp | 73.3%+21.4pp | 72.4%+22.3pp |
| Annual return | -5.38% | 1.06%-6.4pp | 718.30%-723.7pp | -0.04%-5.3pp |
| Employer contribution / active EE | $179 | $1,680-89.4% | $2,800-93.6% | $2,405-92.6% |
| Participant deferral / active EE | $5,342 | $2,569+108.0% | $3,704+44.2% | $3,739+42.9% |
| Admin fee / account holder | $156 | $77+104.3% | $5,104-96.9% | $102+52.9% |