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| Provider | Service type | Compensation |
|---|---|---|
ZENITH AMERICAN SOLUTIONS9 years Service code 13 · EIN 25-1139840 | Contract Administrator | $80,112 |
CALIBRE CPA GROUP PLLC7 years Filed as: CALIBRE CPA GROUP, PLLC Service code 10 · EIN 47-0900880 | Accounting | $18,000 |
MCCHESNEY & DALE10+ years Service code 29 · EIN 52-1023071 | Legal | $6,690 |
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.
Opinion is qualified - a specific issue limited the scope or accuracy of the audit.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $0 | - | - |
| Participation rate | 0.0% | 0.0%0pp | 0.0%0pp | - |
| Annual return | 34.59% | 58.43%-23.8pp | 22.75%+11.8pp | - |
| Employer contribution / active EE | $0 | $11,968-100.0% | $32,793-100.0% | - |
| Participant deferral / active EE | $0 | $0 | $100-100.0% | - |
| Admin fee / account holder | $0 | $0 | - | - |