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| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.9+ years Filed as: VANGUARD Service code 15 · EIN 23-1945930 | Recordkeeping | $222,781 |
ZENITH AMERICAN SOLUTIONS7 years Filed as: ZENITH AMERICAN SOLUTIONS INC. Service code 12 · EIN 52-1590516 | Claims processing | $92,875 |
SPIVAK LIPTON LLP9+ years Filed as: SPIVAK LIPTON Service code 21 · EIN 13-3494495 | Bank Trustee | $66,200 |
SIKICH LLP9+ years Filed as: SIKICH, LLP Service code 10 · EIN 36-3168081 | Accounting | $54,000 |
MARQUETTE ASSOCIATES9+ years Filed as: MARQUETTE ASSOC Service code 21 · EIN 36-3555078 | Bank Trustee | $25,000 |
SCHULTHEIS & PANETTIERI, LLP7 years Filed as: SCHULTHEIS & PANETTIERI Service code 10 · EIN 13-1577780 | Accounting | $22,000 |
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 signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $86,853 | $52,960+64.0% | $86,656+0.2% | $80,169+8.3% |
| Participation rate | 91.5% | 62.4%+29.1pp | 71.7%+19.8pp | 72.9%+18.6pp |
| Annual return | 16.89% | 24.84%-8.0pp | 593.09%-576.2pp | 40.39%-23.5pp |
| Employer contribution / active EE | $172 | $2,138-92.0% | $3,025-94.3% | $2,978-94.2% |
| Participant deferral / active EE | $3,145 | $3,226-2.5% | $4,439-29.1% | $5,016-37.3% |
| Admin fee / account holder | $219 | $113+93.3% | $5,619-96.1% | $145+50.9% |