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| Provider | Service type | Compensation |
|---|---|---|
ZENITH AMERICAN SOLUTIONS4 years Filed as: ZENITH AMERICAN SOLUTIONS, INC. Service code 13 · EIN 25-1696740 | Contract Administrator | $33,900 |
STACEY BRAUN ASSOCIATES, INC.5+ years Filed as: STACEY BRAUN ASSOCIATES Service code 27 · EIN 13-2889432 | Advisory (Plan) | $26,630 |
PNC BANK, N.A.5+ years Filed as: PNC BANK Service code 19 · EIN 51-0065390 | Securities Custodian | $13,574 |
BELFINT, LYONS & SHUMAN, P.A.5+ years Filed as: BELFINT, LYONS & SHUMAN Service code 10 · EIN 51-0232399 | Accounting | $7,750 |
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 | $12,612 | $66,124-80.9% | $90,461-86.1% | $73,497-82.8% |
| Participation rate | 100.0% | 69.7%+30.3pp | 72.7%+27.3pp | 70.7%+29.3pp |
| Annual return | -0.40% | 17.65%-18.1pp | 1294.76%-1295.2pp | 28.51%-28.9pp |
| Employer contribution / active EE | $8,034 | $2,346+242.4% | $3,264+146.2% | $2,270+253.9% |
| Participant deferral / active EE | $0 | $3,039-100.0% | $3,964-100.0% | $3,740-100.0% |
| Admin fee / account holder | $146 | $396-63.1% | $5,617-97.4% | $513-71.5% |