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| Provider | Service type | Compensation |
|---|---|---|
Filed as: PRUDENTIAL RETIREMENT INS & AN Service code 19 · EIN 06-1050034 | Securities Custodian | $42,714 |
INSURANCE PROGRAMMERS, INC.2+ years Filed as: INSURANCE PROGRAMMERS, INC Service code 13 · EIN 06-0811449 | Contract Administrator | $41,544 |
BAIRD FUNDS2+ years Filed as: ROBERT M CHEVERIE & ASSOC Service code 29 · EIN 06-1335139 | Legal | $20,000 |
MEKETA INVESTMENT GROUP1 year Filed as: MEKETA INVESTMENT GRP LLP Service code 17 · EIN 04-2659023 | Pension Consulting | $18,802 |
Filed as: BUCKLEY, FRAME, BOUDREAU Service code 10 · EIN 06-0931761 | Accounting | $18,233 |
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 | $99,125 | $60,545+63.7% | $92,240+7.5% | $69,631+42.4% |
| Participation rate | 100.0% | 72.2%+27.8pp | 76.5%+23.5pp | 70.7%+29.3pp |
| Annual return | 9.34% | 19.71%-10.4pp | 176.29%-167.0pp | 27571.02%-27561.7pp |
| Employer contribution / active EE | $12,149 | $2,633+361.4% | $3,680+230.2% | $2,032+497.8% |
| Participant deferral / active EE | $0 | $2,828-100.0% | $3,897-100.0% | $3,224-100.0% |
| Admin fee / account holder | $258 | $145+78.2% | $5,194-95.0% | $110+133.6% |