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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.)
Annual investment return is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $143,768 | $92,224+55.9% | $105,223+36.6% | $79,634+80.5% |
| Participation rate | 100.0% | 69.2%+30.8pp | 75.0%+25.0pp | 62.5%+37.5pp |
| Annual return | 8.19% | 88.65%-80.5pp | 180.65%-172.5pp | 36.46%-28.3pp |
| Employer contribution / active EE | $13,467 | $3,965+239.7% | $3,689+265.1% | $2,529+432.5% |
| Participant deferral / active EE | $0 | $3,834-100.0% | $5,072-100.0% | $3,835-100.0% |
| Admin fee / account holder | $364 | $1,121-67.6% | $8,859-95.9% | $1,002-63.7% |