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| Provider | Service type | Compensation |
|---|---|---|
ZENITH AMERICAN SOLUTIONS3 years Service code 14 302 KNIGHTS RUN AVE., STE 1100 · TAMPA, FL 33602 | Plan Administrator | $39,096 |
LARRY MAGARIK, ESQ4 years Service code 25 · EIN 46-4963823 | Directed Trustee | $12,280 |
SARFINO AND RHOADES, LLP7 years Service code 10 · EIN 52-0961657 | Accounting | $10,300 |
Service code 29 · EIN 52-1958229 | Legal | $2,945 |
BOLTON PARTNERS, INC.1 year Filed as: BOLTON PARTNERS INC Service code 17 36 SOUTH CHARLES ST STE 1000 · BALTIMORE, MD 21201 | Pension Consulting | $1,789 |
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 | $224,669-100.0% | $202,297-100.0% | $287,034-100.0% |
| Participation rate | 0.0% | 75.5%-75.5pp | 52.5%-52.5pp | 55.9%-55.9pp |
| Annual return | 680.96% | 14.33%+666.6pp | 14.21%+666.7pp | 24.44%+656.5pp |
| Employer contribution / active EE | $0 | $33,894-100.0% | $29,473-100.0% | $41,344-100.0% |
| Participant deferral / active EE | $0 | $136-100.0% | $125-100.0% | $55-100.0% |
| Admin fee / account holder | $0 | $9,002-100.0% | $7,524-100.0% | $22,013-100.0% |