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| Provider | Service type | Compensation |
|---|---|---|
ZENITH AMERICAN SOLUTIONS8 years Service code 13 · EIN 52-1590516 | Contract Administrator | $108,144 |
RAE GROUP LLC1 year Service code 11 601 DRESHER ROAD, STE201 · HORSHAM, PA 19044 | Actuarial | $30,386 |
PFM ADVISORS10+ years Filed as: PFM ASSET MANAGEMENT LLC Service code 27 · EIN 23-3087064 | Advisory (Plan) | $20,000 |
MARKOWITZ & RICHMAN10+ years Service code 28 · EIN 23-2111581 | Investment Management | $10,120 |
CYPHER & CYPHER10+ years Service code 10 · EIN 25-1385288 | Accounting | $9,861 |
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 | $206,041-100.0% | $201,416-100.0% | $330,599-100.0% |
| Participation rate | 0.0% | 56.3%-56.3pp | 32.7%-32.7pp | 43.7%-43.7pp |
| Annual return | 4.65% | 7.46%-2.8pp | 8.10%-3.4pp | 13.05%-8.4pp |
| Employer contribution / active EE | $0 | $34,689-100.0% | $28,649-100.0% | $37,664-100.0% |
| Participant deferral / active EE | $0 | $2-100.0% | $10-100.0% | $48-100.0% |
| Admin fee / account holder | $0 | $63,103-100.0% | $60,136-100.0% | $31,365-100.0% |