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| Provider | Service type | Compensation |
|---|---|---|
Filed as: ZENITH AMERICAN SOLUTIONS, INC. Service code 13 · EIN 25-1696740 | Contract Administrator | $31,232 |
STACEY BRAUN ASSOCIATES, INC.2+ years Filed as: STACEY BRAUN ASSOCIATES Service code 27 · EIN 13-2889432 | Advisory (Plan) | $20,501 |
PNC BANK, N.A.2+ years Filed as: PNC BANK Service code 19 · EIN 51-0065390 | Securities Custodian | $16,188 |
BELFINT, LYONS & SHUMAN, P.A.2+ years Filed as: BELFINT, LYONS & SHUMAN Service code 10 · EIN 51-0232399 | Accounting | $8,300 |
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $10,121 | $50,637-80.0% | $86,582-88.3% | $62,293-83.8% |
| Participation rate | 100.0% | 67.9%+32.1pp | 73.5%+26.5pp | 69.5%+30.5pp |
| Annual return | 7.75% | 20.80%-13.1pp | 965.08%-957.3pp | 28.90%-21.2pp |
| Employer contribution / active EE | $5,782 | $2,075+178.6% | $2,839+103.6% | $2,042+183.1% |
| Participant deferral / active EE | $0 | $2,611-100.0% | $3,609-100.0% | $3,169-100.0% |
| Admin fee / account holder | $120 | $413-70.9% | $4,904-97.6% | $479-74.9% |