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| Provider | Service type | Compensation |
|---|---|---|
ZENITH AMERICAN SOLUTIONS6 years Filed as: ZENITH AMERICAN SOLUTIONS, INC. Service code 13 · EIN 25-1696740 | Contract Administrator | $35,888 |
STACEY BRAUN ASSOCIATES, INC.7+ years Filed as: STACEY BRAUN ASSOCIATES Service code 27 · EIN 13-2889432 | Advisory (Plan) | $34,560 |
PNC BANK, N.A.7+ years Filed as: PNC BANK Service code 19 · EIN 51-0065390 | Securities Custodian | $10,234 |
BELFINT, LYONS & SHUMAN, P.A.7+ years Filed as: BELFINT, LYONS & SHUMAN Service code 10 · EIN 51-0232399 | Accounting | $7,750 |
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 | $17,117 | $51,223-66.6% | $82,763-79.3% | $66,949-74.4% |
| Participation rate | 100.0% | 67.9%+32.1pp | 72.6%+27.4pp | 69.8%+30.2pp |
| Annual return | 3.72% | -9.85%+13.6pp | 702.45%-698.7pp | 1.57%+2.2pp |
| Employer contribution / active EE | $9,232 | $2,611+253.6% | $3,008+206.9% | $2,545+262.7% |
| Participant deferral / active EE | $0 | $3,460-100.0% | $4,395-100.0% | $4,239-100.0% |
| Admin fee / account holder | $153 | $415-63.1% | $5,325-97.1% | $594-74.2% |