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| Provider | Service type | Compensation |
|---|---|---|
ZENITH AMERICAN SOLUTIONS2 years Filed as: ZENITH AMERICAN SOLUTIONS, INC. Service code 13 · EIN 25-1696740 | Contract Administrator | $32,487 |
STACEY BRAUN ASSOCIATES, INC.3+ years Filed as: STACEY BRAUN ASSOCIATES Service code 27 · EIN 13-2889432 | Advisory (Plan) | $23,460 |
PNC BANK, N.A.3+ years Filed as: PNC BANK Service code 19 · EIN 51-0065390 | Securities Custodian | $14,017 |
BELFINT, LYONS & SHUMAN, P.A.3+ years Filed as: BELFINT, LYONS & SHUMAN Service code 10 · EIN 51-0232399 | Accounting | $8,250 |
THE SEGAL COMPANY1 year Filed as: SEGAL COMPANY Service code 13 · EIN 13-1835864 | Contract Administrator | $7,666 |
JENNINGS SIGMOND P.C.3+ years Filed as: JENNINGS SIGMOND Service code 29 · EIN 23-2025670 | Legal | $7,255 |
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 | $11,441 | $44,873-74.5% | $79,467-85.6% | $56,289-79.7% |
| Participation rate | 100.0% | 68.7%+31.3pp | 73.3%+26.7pp | 69.9%+30.1pp |
| Annual return | 5.34% | 0.81%+4.5pp | 718.30%-713.0pp | -9.96%+15.3pp |
| Employer contribution / active EE | $6,791 | $2,140+217.3% | $2,800+142.5% | $2,111+221.7% |
| Participant deferral / active EE | $0 | $2,746-100.0% | $3,704-100.0% | $3,350-100.0% |
| Admin fee / account holder | $136 | $418-67.4% | $5,104-97.3% | $521-73.9% |