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| Provider | Service type | Compensation |
|---|---|---|
Service code 14 · EIN 01-0233346 | Plan Administrator | $21,396 |
ZENITH AMERICAN SOLUTIONS1+ years Service code 14 100 CRESCENT CENTRE PARKWAY · TUCKER, GA 30084 | Plan Administrator | $16,920 |
Filed as: QUINN, CONNOR, WEAVER,DAVIES & ROU Service code 29 · EIN 58-1368590 | Legal | $6,337 |
AGH WEALTH ADVISORS, LLC1+ years Filed as: AGH, LLC Service code 10 · EIN 58-2588678 | Accounting | $5,500 |
Annual investment return is in the bottom quintile of the peer cohort.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $7,040 | $57,921-87.8% | $84,753-91.7% | $57,658-87.8% |
| Participation rate | 100.0% | 72.9%+27.1pp | 76.6%+23.4pp | 70.2%+29.8pp |
| Annual return | 4.07% | 10.24%-6.2pp | 22.78%-18.7pp | 5.13%-1.1pp |
| Employer contribution / active EE | $2,383 | $2,598-8.3% | $3,574-33.3% | $1,974+20.7% |
| Participant deferral / active EE | $0 | $2,742-100.0% | $3,712-100.0% | $3,061-100.0% |
| Admin fee / account holder | $178 | $130+36.9% | $5,333-96.7% | $95+87.8% |