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| Provider | Service type | Compensation |
|---|---|---|
ZENITH AMERICAN SOLUTIONS7 years Filed as: ZENITH AMERICAN SOLUTIONS, INC. Service code 13 · EIN 52-1590516 | Contract Administrator | $26,040 |
NOVAK FRANCELLA LLC10+ years Filed as: NOVAK FRANCELLA, LLC Service code 10 · EIN 61-1436956 | Accounting | $12,850 |
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
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.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $201,159-100.0% | $181,048-100.0% | $417,905-100.0% |
| Participation rate | 0.0% | 36.5%-36.5pp | 22.4%-22.4pp | 39.2%-39.2pp |
| Annual return | 167.79% | 9.29%+158.5pp | 9.65%+158.1pp | 13.91%+153.9pp |
| Employer contribution / active EE | $0 | $32,463-100.0% | $26,259-100.0% | $35,282-100.0% |
| Participant deferral / active EE | $0 | $162-100.0% | $145-100.0% | $94-100.0% |
| Admin fee / account holder | $0 | $856-100.0% | $749-100.0% | $41,846-100.0% |