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| Provider | Service type | Compensation |
|---|---|---|
Filed as: PRUDENTIAL RETIREMENT INS & ANN Service code 19 · EIN 06-1050034 | Securities Custodian | $63,292 |
ZENITH AMERICAN SOLUTIONS5 years Filed as: ZENITH AMERICAN SOLUTIONS INC Service code 13 · EIN 06-0811449 | Contract Administrator | $43,920 |
MEKETA INVESTMENT GROUP5 years Filed as: MEKETA INVESTMENT GROUP LLP Service code 17 · EIN 04-2659023 | Pension Consulting | $20,833 |
BAIRD FUNDS7+ years Filed as: ROBERT M CHEVERIE & ASSOC Service code 29 · EIN 06-1335139 | Legal | $20,000 |
NOVAK FRANCELLA LLC5 years Filed as: NOVAK FRANCELLA Service code 10 · EIN 61-1436956 | Accounting | $16,395 |
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 | $131,466 | $106,236+23.7% | $112,249+17.1% | $64,819+102.8% |
| Participation rate | 100.0% | 71.7%+28.3pp | 75.1%+24.9pp | 71.5%+28.5pp |
| Annual return | -4.48% | -6.02%+1.5pp | 27.48%-32.0pp | 32.84%-37.3pp |
| Employer contribution / active EE | $11,494 | $3,166+263.0% | $3,636+216.1% | $2,507+358.5% |
| Participant deferral / active EE | $0 | $3,785-100.0% | $4,729-100.0% | $4,311-100.0% |
| Admin fee / account holder | $306 | $452-32.3% | $6,412-95.2% | $188+62.8% |