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| Provider | Service type | Compensation |
|---|---|---|
ZENITH AMERICAN SOLUTIONS4 years Filed as: ZENITH AMERICAN SOLUTIONS INC Service code 13 · EIN 52-1590516 | Contract Administrator | $39,967 |
LOOMIS SAYLES1 year Filed as: LOOMIS SAYLES TRUST COMPANY Service code 51 · EIN 20-8080381 | Investment Mgmt Fees | $28,328 |
SENTINEL REAL ESTATE CORPORATION10+ years Service code 51 · EIN 27-2876245 | Investment Mgmt Fees | $26,342 |
WASHINGTON CAPITAL MANAGEMENT, INC.10+ years Service code 51 · EIN 91-1042342 | Investment Mgmt Fees | $26,106 |
PLATFORM CPAS LLP2 years Filed as: PLATFORM CPA'S LLP Service code 10 · EIN 88-4342576 | Accounting | $14,940 |
Filed as: HIGHLAND CAPITAL ADVISORS, LLC Service code 27 · EIN 20-4284376 | Advisory (Plan) | $14,228 |
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.
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.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $22,704 | $104,919-78.4% | $116,228-80.5% | $85,563-73.5% |
| Participation rate | 100.0% | 78.6%+21.4pp | 74.6%+25.4pp | 66.0%+34.0pp |
| Annual return | 3.75% | 15.38%-11.6pp | 90.06%-86.3pp | 31.51%-27.8pp |
| Employer contribution / active EE | $2,996 | $3,485-14.0% | $2,9940% | $2,654+12.9% |
| Participant deferral / active EE | $0 | $5,306-100.0% | $4,953-100.0% | $4,375-100.0% |
| Admin fee / account holder | $109 | $429-74.6% | $11,989-99.1% | $834-87.0% |