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| Provider | Service type | Compensation |
|---|---|---|
ZENITH AMERICAN SOLUTIONS8 years Filed as: ZENITH AMERICAN SOLUTIONS, INC. Service code 13 · EIN 25-1696740 | Contract Administrator | $37,044 |
STACEY BRAUN ASSOCIATES, INC.9+ years Filed as: STACEY BRAUN ASSOCIATES Service code 27 · EIN 13-2889432 | Advisory (Plan) | $32,047 |
PNC BANK, N.A.9+ years Filed as: PNC BANK Service code 19 · EIN 51-0065390 | Securities Custodian | $9,703 |
BELFINT, LYONS & SHUMAN, P.A.9+ 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 | $17,454 | $60,454-71.1% | $81,844-78.7% | $74,459-76.6% |
| Participation rate | 100.0% | 63.0%+37.0pp | 72.4%+27.6pp | 67.2%+32.8pp |
| Annual return | 25.57% | 16.87%+8.7pp | 778.87%-753.3pp | 1369.70%-1344.1pp |
| Employer contribution / active EE | $10,348 | $2,630+293.5% | $2,916+254.8% | $2,626+294.1% |
| Participant deferral / active EE | $0 | $3,398-100.0% | $4,323-100.0% | $4,350-100.0% |
| Admin fee / account holder | $143 | $1,490-90.4% | $7,355-98.1% | $1,945-92.6% |