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| Provider | Service type | Compensation |
|---|---|---|
Filed as: PRUDENTIAL RETIREMENT INS & ANN Service code 19 · EIN 06-1050034 | Securities Custodian | $79,271 |
ZENITH AMERICAN SOLUTIONS7 years Filed as: ZENITH AMERICAN SOLUTIONS INC Service code 13 · EIN 06-0811449 | Contract Administrator | $45,771 |
MEKETA INVESTMENT GROUP7 years Filed as: MEKETA INVESTMENT GROUP LLP Service code 17 · EIN 04-2659023 | Pension Consulting | $23,907 |
BAIRD FUNDS9+ years Filed as: ROBERT M CHEVERIE & ASSOC Service code 29 · EIN 06-1335139 | Legal | $20,000 |
NOVAK FRANCELLA LLC7 years Filed as: NOVAK FRANCELLA Service code 10 · EIN 61-1436956 | Accounting | $13,795 |
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 | $147,328 | $82,979+77.5% | $102,383+43.9% | $77,714+89.6% |
| Participation rate | 100.0% | 71.5%+28.5pp | 74.5%+25.5pp | 70.6%+29.4pp |
| Annual return | 14.39% | 19.11%-4.7pp | 24.94%-10.5pp | 31.26%-16.9pp |
| Employer contribution / active EE | $11,328 | $3,554+218.8% | $3,870+192.7% | $2,727+315.4% |
| Participant deferral / active EE | $0 | $4,109-100.0% | $5,060-100.0% | $4,649-100.0% |
| Admin fee / account holder | $338 | $639-47.1% | $8,391-96.0% | $433-22.1% |