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| Provider | Service type | Compensation |
|---|---|---|
ZABARSKY & ASSOCIATES, LLC2 years Service code 17 · EIN 82-0560553 17074 RACCOON TRAIL · STRONGSVILLE, OH 44136 | Pension Consulting | $28,675 |
HOBE & LUCAS, CPA'S2 years Filed as: HOBE & LUCAS CERTIFIED ACCOUNTANTS Service code 10 · EIN 31-1488076 | Accounting | $12,000 |
Service code 17 · EIN 59-1237041 880 CARILLON PARKWAY · ST. PETERSBURG, FL 33716 | Pension Consulting | $11,862 |
AMERICAN FUNDS1 year Service code 15 · EIN 82-4555287 P.O. BOX 6040 · INDIANAPOLIS, IN 46206 | Recordkeeping | $8,678 |
Employer 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.)
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $23,545 | $154,159-84.7% | $130,026-81.9% | $139,456-83.1% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.5%+21.5pp | 80.3%+19.7pp |
| Annual return | -20.02% | 32.50%-52.5pp | -137.26%+117.2pp | 373.45%-393.5pp |
| Employer contribution / active EE | $0 | $5,292-100.0% | $4,321-100.0% | $4,753-100.0% |
| Participant deferral / active EE | $37,060 | $6,710+452.3% | $5,821+536.7% | $6,711+452.2% |
| Admin fee / account holder | $1,273 | $14,001-90.9% | $10,608-88.0% | $11,407-88.8% |