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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 | $86,882+65.5% | $150,734-4.6% | $69,255+107.6% |
| Participation rate | 100.0% | 84.3%+15.7pp | 78.4%+21.6pp | 69.0%+31.0pp |
| Annual return | 8.19% | 10.69%-2.5pp | 600.81%-592.6pp | 26.73%-18.5pp |
| Employer contribution / active EE | $13,467 | $5,194+159.3% | $4,918+173.8% | $2,645+409.1% |
| Participant deferral / active EE | $0 | $2,993-100.0% | $5,610-100.0% | $2,890-100.0% |
| Admin fee / account holder | $364 | $630-42.3% | $14,905-97.6% | $733-50.4% |