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| Provider | Service type | Compensation |
|---|---|---|
ZENITH AMERICAN SOLUTIONS10+ years Filed as: ZENITH AMERICAN SOLUTIONS, INC. Service code 13 · EIN 52-1590516 | Contract Administrator | $57,911 |
RBC WEALTH MANAGEMENT6 years Service code 26 · EIN 41-1416330 | Advisory (Participants) | $40,000 |
MILLIMAN, INC.10+ years Filed as: MILLIMAN, INC Service code 13 · EIN 91-0675641 | Contract Administrator | $39,358 |
Filed as: SHUMAKER LOOP & KENDRICK Service code 29 · EIN 34-4439491 | Legal | $20,021 |
LEGACY PROFESSIONALS LLP10+ years Service code 10 · EIN 32-0043599 | Accounting | $18,500 |
MATRIX TRUST COMPANY10+ years Service code 19 · EIN 75-3182674 | Securities Custodian | $13,825 |
BAC CAPITAL ADVISORS, LLC9 years Filed as: BAC SERVICE CORPORATION Service code 13 · EIN 81-1520819 | Contract Administrator | $6,455 |
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.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $67,949 | $83,023-18.2% | $102,437-33.7% | $77,762-12.6% |
| Participation rate | 85.5% | 71.5%+14.0pp | 74.5%+11.0pp | 70.6%+14.9pp |
| Annual return | 9.64% | 19.12%-9.5pp | 24.95%-15.3pp | 31.27%-21.6pp |
| Employer contribution / active EE | $2,789 | $3,552-21.5% | $3,871-27.9% | $2,728+2.3% |
| Participant deferral / active EE | $0 | $4,110-100.0% | $5,060-100.0% | $4,651-100.0% |
| Admin fee / account holder | $396 | $639-38.0% | $8,388-95.3% | $433-8.5% |