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| Provider | Service type | Compensation |
|---|---|---|
Filed as: PRUDENTIAL RETIREMENT INS & ANN Service code 19 · EIN 06-1050034 | Securities Custodian | $54,083 |
ZENITH AMERICAN SOLUTIONS2 years Filed as: ZENITH AMERICAN SOLUTIONS INC Service code 13 · EIN 06-0811449 | Contract Administrator | $41,600 |
BAIRD FUNDS4+ years Filed as: ROBERT M CHEVERIE & ASSOC Service code 29 · EIN 06-1335139 | Legal | $24,477 |
MEKETA INVESTMENT GROUP2 years Filed as: MEKETA INVESTMENT GROUP LLP Service code 17 · EIN 04-2659023 | Pension Consulting | $20,052 |
NOVAK FRANCELLA LLC2 years Filed as: NOVAK FRANCELLA Service code 10 · EIN 61-1436956 | Accounting | $14,829 |
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 | $0 | $66,601-100.0% | $92,909-100.0% | $67,579-100.0% |
| Participation rate | 0.0% | 72.5%-72.5pp | 76.0%-76.0pp | 71.3%-71.3pp |
| Annual return | -0.12% | 92.58%-92.7pp | 109.44%-109.6pp | 378.56%-378.7pp |
| Employer contribution / active EE | $10,594 | $2,775+281.7% | $3,653+190.0% | $2,148+393.3% |
| Participant deferral / active EE | $0 | $3,157-100.0% | $4,238-100.0% | $3,539-100.0% |
| Admin fee / account holder | $0 | $199-100.0% | $5,795-100.0% | $142-100.0% |