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| Provider | Service type | Compensation |
|---|---|---|
ZENITH AMERICAN SOLUTIONS3+ years Service code 14 · EIN 95-2504490 | Plan Administrator | $147,987 |
GILBERT & SACKMAN3+ years Service code 29 · EIN 95-2906951 | Legal | $96,192 |
MAHDION RX1 year Service code 49 9330 SCRANTON RD · SAN DIEGO, CA 92121 | Other Services | $90,000 |
ALAN BILLER & ASSOCIATES1 year Filed as: ALAN D BILLER ASSOCIATES Service code 27 · EIN 94-2854958 | Advisory (Plan) | $32,000 |
MILLER KAPLAN ARASE LLP3+ years Service code 10 · EIN 95-2036255 | Accounting | $30,900 |
BERRY & CO., CPA'S LTD1 year Filed as: BERRY AND CO CPA'S Service code 10 · EIN 88-0400174 | Accounting | $18,905 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $54,015 | $177,276-69.5% | $122,332-55.8% | $177,276-69.5% |
| Participation rate | 90.6% | 74.8%+15.8pp | 71.6%+19.0pp | 74.8%+15.8pp |
| Annual return | 15.29% | 21.25%-6.0pp | 30.27%-15.0pp | 21.25%-6.0pp |
| Employer contribution / active EE | $759 | $2,479-69.4% | $4,050-81.3% | $2,479-69.4% |
| Participant deferral / active EE | $1,298 | $3,881-66.5% | $3,287-60.5% | $3,881-66.5% |
| Admin fee / account holder | $81 | $154-47.3% | $5,478-98.5% | $154-47.3% |