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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 13-3689044 | Contract Administrator | $840,724 |
Service code 15 · EIN 81-3751949 | Recordkeeping | $233,304 |
ZENITH AMERICAN SOLUTIONS9 years Service code 14 1600 HARBOR BAY PKWY STE 200 · ALAMEDA, CA 94502 | Plan Administrator | $199,449 |
MORGAN STANLEY SMITH BARNEY10+ years Service code 28 · EIN 13-2868611 | Investment Management | $160,000 |
SALTZMAN & JOHNSON10+ years Service code 29 · EIN 94-2376174 | Legal | $69,870 |
MILLER KAPLAN ARASE LLP10+ years Service code 10 · EIN 95-2036255 | Accounting | $39,817 |
HORIZON ACTUARIAL SERVICES, LLC10+ years Filed as: HORIZON ACTUARIAL SERVICES LLC Service code 11 · EIN 26-1370698 | Actuarial | $20,500 |
MAILRITE PRINT & MAIL, INC2 years Filed as: MAILRITE PRINT & MAIL, INC. Service code 36 834 STRIKE AVE STE C · SACRAMENTO, CA 95834 | Copying and duplicating; Direct payme... | $17,836 |
STEPHEN HORN INSURANCE SERVICES10+ years Service code 22 · EIN 94-3249244 | Insurance Broker | $0 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $19,208 | $63,356-69.7% | $102,437-81.2% | $106,553-82.0% |
| Participation rate | 98.3% | 84.3%+14.1pp | 74.5%+23.8pp | 69.8%+28.5pp |
| Annual return | 10.92% | 14.77%-3.9pp | 24.95%-14.0pp | 17.37%-6.4pp |
| Employer contribution / active EE | $1,692 | $4,310-60.7% | $3,871-56.3% | $3,359-49.6% |
| Participant deferral / active EE | $0 | $3,479-100.0% | $5,060-100.0% | $5,562-100.0% |
| Admin fee / account holder | $59 | $110-46.0% | $8,388-99.3% | $80-25.3% |