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| Provider | Service type | Compensation |
|---|---|---|
ZENITH AMERICAN SOLUTIONS10+ years Service code 38 · EIN 52-1590516 502 EARTH CITY EXPRESSWAY, STE 203 · EARTH CITY, MO 63045 | Participant Communication | $55,003 |
Service code 10 · EIN 43-0831507 800 MARKET STREET, SUITE 500 · ST. LOUIS, MO 63101 | Accounting | $33,000 |
CARDINAL INVESTMENT ADVISORS10+ years Filed as: CARDINAL INVESTMENT ADVISORS, LLC Service code 27 · EIN 43-1470713 150 N. WACKER DRIVE · CHICAGO, IL 60606 | Advisory (Plan) | $7,500 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $40,226 | $115,225-65.1% | $100,712-60.1% | $138,895-71.0% |
| Participation rate | 100.0% | 74.3%+25.7pp | 69.3%+30.7pp | 79.9%+20.1pp |
| Annual return | 9.85% | 40.35%-30.5pp | 33.27%-23.4pp | 145.39%-135.5pp |
| Employer contribution / active EE | $2,845 | $2,771+2.7% | $2,313+23.0% | $4,194-32.2% |
| Participant deferral / active EE | $0 | $4,699-100.0% | $4,085-100.0% | $6,396-100.0% |
| Admin fee / account holder | $788 | $10,844-92.7% | $9,256-91.5% | $12,562-93.7% |