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| Provider | Service type | Compensation |
|---|---|---|
ZENITH AMERICAN SOLUTIONS5+ years Filed as: ZENITH AMERICAN SOLUTIONS, INC. Service code 13 · EIN 52-1590516 | Contract Administrator | $79,560 |
MILLIMAN, INC.5+ years Filed as: MILLIMAN, INC Service code 13 · EIN 91-0675641 | Contract Administrator | $52,479 |
RBC WEALTH MANAGEMENT1 year Service code 26 · EIN 41-1416330 | Advisory (Participants) | $30,000 |
MATRIX TRUST COMPANY5+ years Service code 19 · EIN 75-3182674 | Securities Custodian | $22,474 |
LEGACY PROFESSIONALS LLP5+ years Service code 10 · EIN 32-0043599 | Accounting | $15,500 |
LEONARD, O'BRIEN, SPENCER, GALE5+ years Filed as: LEONARD, OBRIEN, SPENCER, GALE & SA Service code 29 · EIN 41-0956652 | Legal | $9,734 |
BAC CAPITAL ADVISORS, LLC4 years Filed as: BAC SERVICE CORPORATION Service code 13 · EIN 81-1520819 | Contract Administrator | $8,330 |
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 | $61,750 | $66,650-7.4% | $92,915-33.5% | $67,582-8.6% |
| Participation rate | 91.4% | 72.5%+18.9pp | 76.0%+15.4pp | 71.3%+20.1pp |
| Annual return | 16.27% | 92.64%-76.4pp | 109.45%-93.2pp | 378.57%-362.3pp |
| Employer contribution / active EE | $2,719 | $2,777-2.1% | $3,653-25.6% | $2,148+26.6% |
| Participant deferral / active EE | $0 | $3,160-100.0% | $4,238-100.0% | $3,539-100.0% |
| Admin fee / account holder | $388 | $199+95.0% | $5,796-93.3% | $142+172.9% |