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| Provider | Service type | Compensation |
|---|---|---|
ZENITH AMERICAN SOLUTIONS7 years Service code 13 · EIN 52-1590516 | Contract Administrator | $103,980 |
PFM ADVISORS9+ years Filed as: PFM ASSET MANAGEMENT LLC Service code 27 · EIN 23-3087064 | Advisory (Plan) | $20,000 |
MARKOWITZ & RICHMAN9+ years Service code 29 · EIN 23-2111581 | Legal | $16,875 |
RICHARD GABRIEL ASSOCIATES9+ years Service code 11 · EIN 23-2817579 | Actuarial | $12,700 |
CYPHER & CYPHER9+ years Service code 10 · EIN 25-1385288 | Accounting | $9,682 |
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 | $162,803-100.0% | $473,625-100.0% | $287,034-100.0% |
| Participation rate | 0.0% | 73.7%-73.7pp | 37.3%-37.3pp | 55.9%-55.9pp |
| Annual return | 7.67% | 17.22%-9.5pp | 20.18%-12.5pp | 24.44%-16.8pp |
| Employer contribution / active EE | $0 | $35,410-100.0% | $29,108-100.0% | $41,341-100.0% |
| Participant deferral / active EE | $0 | $6-100.0% | $6-100.0% | $55-100.0% |
| Admin fee / account holder | $0 | $1,223-100.0% | $2,262-100.0% | $22,013-100.0% |