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| Provider | Service type | Compensation |
|---|---|---|
Filed as: ZENITH AMERICAN SOLUTIONS, INC. Service code 13 401 LIBERTY AVE STE 1200 · PITTSBURGH, PA 15222 | Contract Administrator | $255,720 |
CORNWELL & BALDWIN3+ years Filed as: CORNWELL BRADY & BALDWIN Service code 29 · EIN 32-0453228 | Legal | $84,070 |
ALAN BILLER & ASSOCIATES3+ years Filed as: ALAN BILLER Service code 27 · EIN 94-2854988 | Advisory (Plan) | $70,406 |
MILLER KAPLAN ARASE LLP2 years Service code 10 · EIN 95-2036255 | Accounting | $33,696 |
Service code 52 · EIN 04-1590850 | Indirect Investment Fees | $20,676 |
SOUTHERN SIERRA CHAPTER, NECA3+ years Service code 49 PO BOX 12149 · SAN BERNARDINO, CA 92423 | Other Services | $12,000 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $57,977 | $60,396-4.0% | $83,850-30.9% | $75,289-23.0% |
| Participation rate | 54.7% | 80.7%-26.0pp | 76.1%-21.4pp | 72.4%-17.7pp |
| Annual return | 7.28% | 3.84%+3.4pp | 850.92%-843.6pp | -0.04%+7.3pp |
| Employer contribution / active EE | $2,749 | $3,343-17.8% | $3,631-24.3% | $2,405+14.3% |
| Participant deferral / active EE | $7 | $2,922-99.8% | $4,082-99.8% | $3,739-99.8% |
| Admin fee / account holder | $560 | $141+296.7% | $5,478-89.8% | $102+447.7% |