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| Provider | Service type | Compensation |
|---|---|---|
Service code 12 · EIN 13-3689044 | Claims processing; Investment managem... | $804,946 |
Service code 50 · EIN 81-3751949 | Direct Payment | $219,011 |
ZENITH AMERICAN SOLUTIONS7 years Service code 13 1600 HARBOR BAY PKWY STE 200 · ALAMEDA, CA 94502 | Contract Administrator | $179,719 |
MORGAN STANLEY SMITH BARNEY8+ years Service code 27 · EIN 13-2868611 | Advisory (Plan) | $160,000 |
SALTZMAN & JOHNSON8+ years Service code 29 · EIN 94-2376174 | Legal | $64,671 |
MILLER KAPLAN ARASE LLP8+ years Service code 10 · EIN 95-2036255 | Accounting | $42,400 |
HORIZON ACTUARIAL SERVICES, LLC8+ years Filed as: HORIZON ACTUARIAL SERVICES LLC Service code 17 · EIN 26-1370698 | Pension Consulting | $33,480 |
STEPHEN HORN INSURANCE SERVICES8+ 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 | $14,598 | $51,785-71.8% | $112,270-87.0% | $89,433-83.7% |
| Participation rate | 100.0% | 82.2%+17.8pp | 75.1%+24.9pp | 71.3%+28.7pp |
| Annual return | -15.17% | -11.06%-4.1pp | 27.49%-42.7pp | -11.88%-3.3pp |
| Employer contribution / active EE | $1,498 | $3,782-60.4% | $3,635-58.8% | $3,021-50.4% |
| Participant deferral / active EE | $0 | $3,425-100.0% | $4,729-100.0% | $5,125-100.0% |
| Admin fee / account holder | $58 | $102-43.3% | $6,411-99.1% | $79-27.4% |