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| Provider | Service type | Compensation |
|---|---|---|
ZENITH AMERICAN SOLUTIONS3 years Service code 15 · EIN 52-1590516 | Recordkeeping | $91,956 |
THE SEGAL COMPANY6 years Filed as: SEGAL MARCO ADVISORS Service code 27 · EIN 13-2646110 | Advisory (Plan) | $91,122 |
Filed as: REINHART, BOERNER, & VAN DEUREN Service code 29 · EIN 31-1126909 | Legal | $74,968 |
Filed as: ANDERS CPA & ADVISORS Service code 10 · EIN 43-6160912 | Accounting | $46,475 |
MILLIMAN, INC.3 years Filed as: MILLIMAN Service code 11 · EIN 91-0675641 | Actuarial | $46,376 |
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
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.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $0 | $284,260-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 15.3%-15.3pp | - |
| Annual return | 2.12% | 65.56%-63.4pp | 37.43%-35.3pp | - |
| Employer contribution / active EE | $0 | $14,759-100.0% | $38,058-100.0% | - |
| Participant deferral / active EE | $0 | $0 | $121-100.0% | - |
| Admin fee / account holder | $0 | $0 | $266,169-100.0% | - |