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| Provider | Service type | Compensation |
|---|---|---|
ANCHOR CAPITAL ADVISORS LLC5 years Filed as: ANCHOR CAPITAL ADVISORS, LLC Service code 28 · EIN 20-4669888 | Investment Management | $45,079 |
WAGNER & ZWERMAN LLP2 years Filed as: WAGNER BOWMAN MANAGEMENT CORP. Service code 28 · EIN 52-1470972 | Investment Management | $34,174 |
Filed as: RAYMOND JAMES AND ASSOCIATES, INC. Service code 27 · EIN 59-1237041 | Advisory (Plan) | $30,661 |
ABATO, RUBENSTEIN & ABATO5 years Filed as: ABATO, RUBENSTEIN AND ABATO, P.A. Service code 29 · EIN 52-0904713 | Legal | $26,500 |
THE SEGAL COMPANY4 years Filed as: SEGAL SELECT INSURANCE SERVICES, IN Service code 53 · EIN 46-0619194 | Insurance Commissions | $21,619 |
NOVAK FRANCELLA LLC1 year Filed as: NOVAK FRANCELLA, LLC Service code 10 · EIN 61-1436956 | Accounting | $14,500 |
ZENITH AMERICAN SOLUTIONS2 years Service code 13 · EIN 52-1590519 | Contract Administrator | $9,077 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $27,256 | $65,453-58.4% | $86,691-68.6% | $66,930-59.3% |
| Participation rate | 100.0% | 75.5%+24.5pp | 76.6%+23.4pp | 69.8%+30.2pp |
| Annual return | -12.82% | -10.89%-1.9pp | 35.94%-48.8pp | 1.57%-14.4pp |
| Employer contribution / active EE | $3,955 | $2,154+83.6% | $2,837+39.4% | $2,545+55.4% |
| Participant deferral / active EE | $0 | $4,102-100.0% | $4,656-100.0% | $4,238-100.0% |
| Admin fee / account holder | $258 | $642-59.9% | $7,492-96.6% | $593-56.6% |