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| Provider | Service type | Compensation |
|---|---|---|
ZENITH AMERICAN SOLUTIONS2 years Service code 13 · EIN 52-1590516 | Contract Administrator | $86,700 |
PFM ADVISORS4+ years Filed as: PFM ASSET MANAGEMENT LLC Service code 28 · EIN 23-3087064 | Investment Management | $16,055 |
MARKOWITZ & RICHMAN4+ years Service code 29 · EIN 23-2111581 | Legal | $9,555 |
CYPHER & CYPHER4+ years Service code 10 · EIN 25-1385288 | Accounting | $7,991 |
RICHARD GABRIEL ASSOCIATES4+ years Service code 11 · EIN 23-2817579 | Actuarial | $6,600 |
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 | $267,312-100.0% | $245,396-100.0% | $233,076-100.0% |
| Participation rate | 0.0% | 51.5%-51.5pp | 43.0%-43.0pp | 46.4%-46.4pp |
| Annual return | -6.93% | -1035.07%+1028.1pp | -752.26%+745.3pp | -82.66%+75.7pp |
| Employer contribution / active EE | $0 | $39,756-100.0% | $31,802-100.0% | $43,771-100.0% |
| Participant deferral / active EE | $0 | $35-100.0% | $47-100.0% | $103-100.0% |
| Admin fee / account holder | $0 | $1,364-100.0% | $1,223-100.0% | $11,204-100.0% |