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| Provider | Service type | Compensation |
|---|---|---|
ZENITH AMERICAN SOLUTIONS8 years Filed as: ZENITH AMERICAN SOLUTIONS, INC. Service code 14 · EIN 52-1590516 | Plan Administrator | $91,262 |
THE SEGAL COMPANY9 years Filed as: SEGAL MARCO ADVISORS, INC. Service code 27 · EIN 13-2646110 | Advisory (Plan) | $35,000 |
Filed as: US REAL ESTATE Service code 28 · EIN 04-2895544 | Investment Management | $23,951 |
NEEDLES & ASSOCIATES, LLC10+ years Service code 10 · EIN 51-0435869 | Accounting | $20,545 |
US BANK10+ years Service code 19 · EIN 41-0417860 | Securities Custodian | $11,120 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
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 | $25,938 | $81,557-68.2% | $123,973-79.1% | $65,191-60.2% |
| Participation rate | 100.0% | 77.8%+22.2pp | 76.7%+23.3pp | 63.0%+37.0pp |
| Annual return | 4.24% | 11.45%-7.2pp | 388.13%-383.9pp | 51.24%-47.0pp |
| Employer contribution / active EE | $1,882 | $4,637-59.4% | $4,126-54.4% | $2,400-21.6% |
| Participant deferral / active EE | $0 | $2,628-100.0% | $5,247-100.0% | $2,671-100.0% |
| Admin fee / account holder | $304 | $1,040-70.7% | $11,799-97.4% | $907-66.5% |