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| Provider | Service type | Compensation |
|---|---|---|
ZENITH AMERICAN SOLUTIONS7 years Filed as: ZENITH AMERICAN SOLUTIONS, INC. Service code 13 · EIN 25-1696740 | Contract Administrator | $36,009 |
STACEY BRAUN ASSOCIATES, INC.8+ years Filed as: STACEY BRAUN ASSOCIATES Service code 27 · EIN 13-2889432 | Advisory (Plan) | $29,009 |
PNC BANK, N.A.8+ years Filed as: PNC BANK Service code 19 · EIN 51-0065390 | Securities Custodian | $12,352 |
BELFINT, LYONS & SHUMAN, P.A.8+ 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 | $14,292 | $58,312-75.5% | $86,656-83.5% | $71,529-80.0% |
| Participation rate | 100.0% | 65.0%+35.0pp | 71.7%+28.3pp | 67.9%+32.1pp |
| Annual return | -9.18% | 24.08%-33.3pp | 593.09%-602.3pp | 28.97%-38.2pp |
| Employer contribution / active EE | $9,442 | $2,576+266.5% | $3,025+212.1% | $2,590+264.6% |
| Participant deferral / active EE | $0 | $3,439-100.0% | $4,439-100.0% | $4,291-100.0% |
| Admin fee / account holder | $143 | $1,057-86.5% | $5,619-97.5% | $1,588-91.0% |