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| Provider | Service type | Compensation |
|---|---|---|
Filed as: PRUDENTIAL RETIREMENT INS & ANN Service code 19 · EIN 06-1050034 | Securities Custodian | $58,165 |
ZENITH AMERICAN SOLUTIONS3 years Filed as: ZENITH AMERICAN SOLUTIONS INC Service code 13 · EIN 06-0811449 | Contract Administrator | $42,710 |
BAIRD FUNDS5+ years Filed as: ROBERT M CHEVERIE & ASSOC Service code 29 · EIN 06-1335139 | Legal | $20,156 |
MEKETA INVESTMENT GROUP3 years Filed as: MEKETA INVESTMENT GROUP LLP Service code 17 · EIN 04-2659023 | Pension Consulting | $15,469 |
NOVAK FRANCELLA LLC3 years Filed as: NOVAK FRANCELLA Service code 10 · EIN 61-1436956 | Accounting | $14,013 |
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 | $112,714 | $91,517+23.2% | $101,275+11.3% | $73,412+53.5% |
| Participation rate | 100.0% | 73.8%+26.2pp | 75.8%+24.2pp | 72.2%+27.8pp |
| Annual return | 4.58% | 17.17%-12.6pp | 46.48%-41.9pp | 59.30%-54.7pp |
| Employer contribution / active EE | $10,873 | $2,877+278.0% | $3,660+197.1% | $2,234+386.8% |
| Participant deferral / active EE | $0 | $3,338-100.0% | $4,371-100.0% | $3,806-100.0% |
| Admin fee / account holder | $285 | $216+32.1% | $5,948-95.2% | $158+80.6% |