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| Provider | Service type | Compensation |
|---|---|---|
Filed as: PRUDENTIAL RETIREMENT INS & ANN Service code 19 · EIN 06-1050034 | Securities Custodian | $59,797 |
ZENITH AMERICAN SOLUTIONS6 years Filed as: ZENITH AMERICAN SOLUTIONS INC Service code 13 · EIN 06-0811449 | Contract Administrator | $44,869 |
BAIRD FUNDS8+ years Filed as: ROBERT M CHEVERIE & ASSOC Service code 29 · EIN 06-1335139 | Legal | $20,000 |
MEKETA INVESTMENT GROUP6 years Filed as: MEKETA INVESTMENT GROUP LLP Service code 17 · EIN 04-2659023 | Pension Consulting | $19,635 |
NOVAK FRANCELLA LLC6 years Filed as: NOVAK FRANCELLA Service code 10 · EIN 61-1436956 | Accounting | $14,260 |
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 | $135,296 | $93,010+45.5% | $96,515+40.2% | $74,460+81.7% |
| Participation rate | 100.0% | 71.6%+28.4pp | 74.3%+25.7pp | 70.7%+29.3pp |
| Annual return | 0.95% | 37.50%-36.5pp | 35.73%-34.8pp | 34.38%-33.4pp |
| Employer contribution / active EE | $11,234 | $3,427+227.8% | $3,740+200.4% | $2,638+325.9% |
| Participant deferral / active EE | $0 | $3,971-100.0% | $4,880-100.0% | $4,530-100.0% |
| Admin fee / account holder | $285 | $633-55.1% | $6,735-95.8% | $348-18.2% |