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| Provider | Service type | Compensation |
|---|---|---|
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 19 · EIN 84-0467907 | Securities Custodian | $99,792 |
Service code 13 · EIN 82-2454243 | Contract Administrator | $39,000 |
MEKETA INVESTMENT GROUP8 years Filed as: MEKETA INVESTMENT GROUP LLP Service code 17 · EIN 04-2659023 | Pension Consulting | $22,750 |
BAIRD FUNDS10+ years Filed as: ROBERT M CHEVERIE & ASSOC Service code 29 · EIN 06-1335139 | Legal | $20,000 |
NOVAK FRANCELLA LLC8 years Filed as: NOVAK FRANCELLA Service code 10 · EIN 61-1436956 | Accounting | $19,126 |
ZENITH AMERICAN SOLUTIONS8 years Filed as: ZENITH AMERICAN SOLUTIONS INC Service code 13 · EIN 06-0811449 | Contract Administrator | $11,424 |
THE SEGAL COMPANY1 year Service code 16 · EIN 13-1835864 | Consulting | $5,318 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $143,768 | $77,788+84.8% | $119,126+20.7% | $64,728+122.1% |
| Participation rate | 100.0% | 69.4%+30.6pp | 75.8%+24.2pp | 57.9%+42.1pp |
| Annual return | 8.19% | 13.19%-5.0pp | 282.11%-273.9pp | 49.38%-41.2pp |
| Employer contribution / active EE | $13,467 | $4,031+234.1% | $4,034+233.9% | $2,243+500.5% |
| Participant deferral / active EE | $0 | $2,599-100.0% | $5,318-100.0% | $2,729-100.0% |
| Admin fee / account holder | $364 | $1,365-73.4% | $10,693-96.6% | $1,145-68.2% |