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| Provider | Service type | Compensation |
|---|---|---|
ZENITH AMERICAN SOLUTIONS2 years Filed as: ZENITH AMERICAN SOLUTIONS, INC. Service code 13 · EIN 25-1696740 | Contract Administrator | $70,464 |
STACEY BRAUN ASSOCIATES, INC.3+ years Filed as: STACEY BRAUN ASSOC. Service code 28 · EIN 13-2889432 | Investment Management | $24,839 |
BELFINT, LYONS & SHUMAN, P.A.3+ years Filed as: BELFINT, LYONS & SHUMAN Service code 10 · EIN 51-0232399 | Accounting | $21,680 |
MARKOWITZ & RICHMAN3+ years Service code 29 · EIN 23-2111581 | Legal | $13,296 |
PNC BANK, N.A.3+ years Filed as: PNC BANK Service code 19 · EIN 51-0065390 | Securities Custodian | $11,414 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $2,811 | $80,005-96.5% | $140,019-98.0% | $55,725-95.0% |
| Participation rate | 100.0% | 87.0%+13.0pp | 87.5%+12.5pp | 70.9%+29.1pp |
| Annual return | 6.36% | 0.46%+5.9pp | 651.17%-644.8pp | 244.93%-238.6pp |
| Employer contribution / active EE | $575 | $3,403-83.1% | $5,605-89.7% | $2,078-72.4% |
| Participant deferral / active EE | $0 | $5,264-100.0% | $6,927-100.0% | $3,356-100.0% |
| Admin fee / account holder | $67 | $116-42.0% | $10,705-99.4% | $115-41.7% |