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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 | $203,784-100.0% | $178,317-100.0% | $418,949-100.0% |
| Participation rate | 0.0% | 35.5%-35.5pp | 20.5%-20.5pp | 35.7%-35.7pp |
| Annual return | 167.79% | 9.11%+158.7pp | 9.57%+158.2pp | 15.19%+152.6pp |
| Employer contribution / active EE | $0 | $34,784-100.0% | $26,706-100.0% | $34,877-100.0% |
| Participant deferral / active EE | $0 | $236-100.0% | $213-100.0% | $86-100.0% |
| Admin fee / account holder | $0 | $1,890-100.0% | $1,620-100.0% | $50,584-100.0% |