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| Provider | Service type | Compensation |
|---|---|---|
ZENITH AMERICAN SOLUTIONS4+ years Filed as: ZENITH AMERICAN SOLUTIONS, INC. Service code 13 · EIN 52-1590516 | Contract Administrator | $78,860 |
MILLIMAN, INC.4+ years Filed as: MILLIMAN, INC Service code 13 · EIN 91-0675641 | Contract Administrator | $66,855 |
WELLS FARGO BANK, N.A.4+ years Filed as: WELLS FARGO ADVISORS Service code 26 · EIN 34-1542819 | Advisory (Participants) | $40,000 |
MATRIX TRUST COMPANY4+ years Service code 19 · EIN 75-3182674 | Securities Custodian | $17,164 |
LEONARD, O'BRIEN, SPENCER, GALE4+ years Filed as: LEONARD, OBRIEN, SPENCER, GALE & SA Service code 29 · EIN 41-0956652 | Legal | $16,188 |
LEGACY PROFESSIONALS LLP4+ years Service code 10 · EIN 32-0043599 | Accounting | $15,250 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $53,715 | $56,443-4.8% | $83,831-35.9% | $55,725-3.6% |
| Participation rate | 90.8% | 72.0%+18.8pp | 76.1%+14.6pp | 70.9%+19.9pp |
| Annual return | -3.90% | 393.67%-397.6pp | 850.99%-854.9pp | 244.93%-248.8pp |
| Employer contribution / active EE | $2,601 | $2,682-3.0% | $3,631-28.4% | $2,078+25.2% |
| Participant deferral / active EE | $0 | $2,965-100.0% | $4,082-100.0% | $3,356-100.0% |
| Admin fee / account holder | $404 | $156+158.3% | $5,479-92.6% | $115+250.4% |