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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.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $82,130-100.0% | $82,130-100.0% | $380,063-100.0% |
| Participation rate | 0.0% | 50.0%-50.0pp | 12.5%-12.5pp | 27.7%-27.7pp |
| Annual return | 167.79% | 8.23%+159.6pp | 8.99%+158.8pp | 15.59%+152.2pp |
| Employer contribution / active EE | $0 | $43,293-100.0% | $25,171-100.0% | $33,256-100.0% |
| Participant deferral / active EE | $0 | $0 | $1-100.0% | $83-100.0% |
| Admin fee / account holder | $0 | $1,134-100.0% | $1,134-100.0% | $21,009-100.0% |