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| Provider | Service type | Compensation |
|---|---|---|
ZENITH AMERICAN SOLUTIONS2 years Service code 14 302 KNIGHTS RUN AVE., STE 1100 · TAMPA, FL 33602 | Plan Administrator | $39,096 |
LARRY MAGARIK, ESQ3 years Service code 25 · EIN 46-4963823 | Directed Trustee | $12,840 |
Service code 29 · EIN 52-1958229 | Legal | $11,425 |
SARFINO AND RHOADES, LLP6 years Service code 10 · EIN 52-0961657 | Accounting | $10,155 |
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
Opinion is qualified - a specific issue limited the scope or accuracy of the audit.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $69,807-100.0% | $65,170-100.0% | $350,051-100.0% |
| Participation rate | 0.0% | 45.8%-45.8pp | 29.3%-29.3pp | 44.5%-44.5pp |
| Annual return | 630.03% | 10.17%+619.9pp | 7.07%+623.0pp | -14.65%+644.7pp |
| Employer contribution / active EE | $0 | $38,496-100.0% | $34,847-100.0% | $46,321-100.0% |
| Participant deferral / active EE | $0 | $0 | $4-100.0% | $60-100.0% |
| Admin fee / account holder | $0 | $51-100.0% | $51-100.0% | $14,582-100.0% |