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| Provider | Service type | Compensation |
|---|---|---|
ZENITH AMERICAN SOLUTIONS2 years Service code 13 · EIN 25-1139840 | Contract Administrator | $68,123 |
SAVASTA AND COMPANY, INC.3+ years Filed as: SAVASTA AND COMPANY Service code 11 · EIN 13-3879959 | Actuarial | $31,000 |
SALTER & COMPANY, LLC1 year Filed as: SALTER & COMPANY,LLC Service code 10 · EIN 20-8078757 | Accounting | $9,760 |
STACEY BRAUN ASSOCIATES, INC.3+ years Filed as: STACEY BRAUN Service code 51 · EIN 13-2889432 | Investment Mgmt Fees | $8,897 |
WELLS FARGO BANK, N.A.2 years Filed as: WELLS FARGO Service code 19 · EIN 41-0449260 | Securities Custodian | $8,076 |
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Employer contribution per participant 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.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $28,349-100.0% | $245,396-100.0% | $105,125-100.0% |
| Participation rate | 0.0% | 40.0%-40.0pp | 43.0%-43.0pp | 14.6%-14.6pp |
| Annual return | -0.85% | -2.92%+2.1pp | -752.26%+751.4pp | 10.56%-11.4pp |
| Employer contribution / active EE | $591 | $9,485-93.8% | $31,802-98.1% | $13,643-95.7% |
| Participant deferral / active EE | $0 | $0 | $47-100.0% | $62-100.0% |
| Admin fee / account holder | $0 | $297-100.0% | $1,223-100.0% | $3,354-100.0% |