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| Provider | Service type | Compensation |
|---|---|---|
ZENITH AMERICAN SOLUTIONS3 years Service code 13 · EIN 59-1590516 1200 THREE GATEWAY CENTER · PITTSBURGH, PA 15222 | Contract Administrator | $20,916 |
MORGAN STANLEY SMITH BARNEY5+ years Service code 19 · EIN 26-4310844 777 SOUTH FLAGLER DRIVE STE 900 · WEST PALM BEACH, FL 33401 | Securities Custodian | $15,456 |
STEVEN D EISENBERG CPA PA4 years Filed as: STEVEN D EISENBERG CPA, PA Service code 10 · EIN 65-0140643 13790 NW 4 STREET, SUITE 100 · SUNRISE, FL 33325 | Accounting | $8,608 |
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.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $10,303 | $136,307-92.4% | $177,840-94.2% | $73,493-86.0% |
| Participation rate | 100.0% | 86.1%+13.9pp | 87.7%+12.3pp | 70.7%+29.3pp |
| Annual return | -4.05% | 18.68%-22.7pp | 48.32%-52.4pp | 28.51%-32.6pp |
| Employer contribution / active EE | $2,936 | $3,712-20.9% | $5,919-50.4% | $2,270+29.3% |
| Participant deferral / active EE | $0 | $5,829-100.0% | $7,714-100.0% | $3,740-100.0% |
| Admin fee / account holder | $136 | $596-77.1% | $12,431-98.9% | $513-73.4% |