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| Provider | Service type | Compensation |
|---|---|---|
ZENITH AMERICAN SOLUTIONS4 years Service code 13 · EIN 25-1139840 | Contract Administrator | $72,293 |
SAVASTA AND COMPANY, INC.5+ years Filed as: SAVASTA AND COMPANY Service code 11 · EIN 13-3879959 | Actuarial | $31,000 |
CALIBRE CPA GROUP PLLC2 years Filed as: CALIBRE CPA GROUP Service code 10 · EIN 47-0900880 | Accounting | $10,000 |
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.
Opinion is qualified - a specific issue limited the scope or accuracy of the audit.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $21,551-100.0% | $165,322-100.0% | $198,586-100.0% |
| Participation rate | 0.0% | 39.2%-39.2pp | 32.5%-32.5pp | 13.5%-13.5pp |
| Annual return | 197.23% | 9.38%+187.8pp | 8.01%+189.2pp | 9.29%+187.9pp |
| Employer contribution / active EE | $2,275 | $9,605-76.3% | $29,475-92.3% | $15,168-85.0% |
| Participant deferral / active EE | $0 | $0 | $735-100.0% | $67-100.0% |
| Admin fee / account holder | $0 | $294-100.0% | $637-100.0% | $2,037-100.0% |