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| Provider | Service type | Compensation |
|---|---|---|
Filed as: ZENITH AMERICAN SOLUTIONS, INC. Service code 13 · EIN 52-1590516 | Contract Administrator | $26,040 |
NOVAK FRANCELLA LLC4+ years Filed as: NOVAK FRANCELLA, LLC Service code 10 · EIN 61-1436956 | Accounting | $12,850 |
BPAS1 year Filed as: BPAS ACTUARIAL & PENSION SERVICES Service code 11 6 RHOADS DR 7 · UTICA, NY 13502 | Actuarial | $12,697 |
Service code 29 · EIN 51-0082644 | Legal | $7,824 |
JENNINGS SIGMOND P.C.4+ years Filed as: JENNINGS SIGMOND, P.C. Service code 29 · EIN 23-2025670 | Legal | $6,947 |
Annual investment return is in the bottom quintile of the peer cohort.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
Form 5500 reported that benefits due were not provided when due.
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 | $162,281-100.0% | $362,723-100.0% | $254,542-100.0% |
| Participation rate | 0.0% | 49.4%-49.4pp | 38.2%-38.2pp | 47.4%-47.4pp |
| Annual return | -2.14% | 10.22%-12.4pp | 10.56%-12.7pp | 12.16%-14.3pp |
| Employer contribution / active EE | $0 | $37,390-100.0% | $30,197-100.0% | $44,747-100.0% |
| Participant deferral / active EE | $0 | $37-100.0% | $33-100.0% | $170-100.0% |
| Admin fee / account holder | $0 | $1,182-100.0% | $2,168-100.0% | $17,640-100.0% |