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| Provider | Service type | Compensation |
|---|---|---|
ZENITH AMERICAN SOLUTIONS8+ years Filed as: ZENITH AMERICAN SOLUTIONS, INC. Service code 13 · EIN 52-1590516 | Contract Administrator | $86,272 |
MILLIMAN, INC.8+ years Filed as: MILLIMAN, INC Service code 13 · EIN 91-0675641 | Contract Administrator | $47,234 |
RBC WEALTH MANAGEMENT4 years Service code 26 · EIN 41-1416330 | Advisory (Participants) | $40,000 |
Service code 29 · EIN 41-1654544 | Legal | $20,441 |
MATRIX TRUST COMPANY8+ years Service code 19 · EIN 75-3182674 | Securities Custodian | $17,929 |
LEGACY PROFESSIONALS LLP8+ years Service code 10 · EIN 32-0043599 | Accounting | $17,000 |
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 | $59,432 | $106,236-44.1% | $112,263-47.1% | $64,824-8.3% |
| Participation rate | 76.6% | 71.7%+5.0pp | 75.1%+1.6pp | 71.5%+5.2pp |
| Annual return | -13.84% | -6.02%-7.8pp | 27.49%-41.3pp | 32.84%-46.7pp |
| Employer contribution / active EE | $2,374 | $3,167-25.0% | $3,636-34.7% | $2,507-5.3% |
| Participant deferral / active EE | $0 | $3,786-100.0% | $4,729-100.0% | $4,311-100.0% |
| Admin fee / account holder | $417 | $452-7.6% | $6,410-93.5% | $188+122.3% |