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| Provider | Service type | Compensation |
|---|---|---|
ZENITH AMERICAN SOLUTIONS6 years Service code 13 · EIN 52-1590516 | Contract Administrator | $100,499 |
PFM ADVISORS8+ years Filed as: PFM ASSET MANAGEMENT LLC Service code 28 · EIN 23-3087064 | Investment Management | $20,000 |
CYPHER & CYPHER8+ years Service code 10 · EIN 25-1385288 | Accounting | $9,363 |
RICHARD GABRIEL ASSOCIATES8+ years Service code 11 · EIN 23-2817579 | Actuarial | $8,800 |
MARKOWITZ & RICHMAN8+ years Service code 29 · EIN 23-2111581 | Legal | $7,280 |
Annual investment return is in the bottom quintile of the peer cohort.
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.
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 | $187,247-100.0% | $164,721-100.0% | $350,051-100.0% |
| Participation rate | 0.0% | 44.0%-44.0pp | 21.0%-21.0pp | 44.5%-44.5pp |
| Annual return | -18.92% | -5.84%-13.1pp | -5.85%-13.1pp | -14.65%-4.3pp |
| Employer contribution / active EE | $0 | $39,394-100.0% | $31,839-100.0% | $46,321-100.0% |
| Participant deferral / active EE | $0 | $0 | $2-100.0% | $60-100.0% |
| Admin fee / account holder | $0 | $1,070-100.0% | $1,000-100.0% | $14,582-100.0% |