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| Provider | Service type | Compensation |
|---|---|---|
Filed as: PRUDENTIAL RETIREMENT INSURANCE Service code 19 · EIN 06-1050034 | Securities Custodian | $73,026 |
ZENITH AMERICAN SOLUTIONS2 years Service code 13 · EIN 52-1590516 | Contract Administrator | $59,574 |
Filed as: UBS INSTITUTIONAL CONSULTING Service code 50 8 WRIGHTS STREET · WESTPORT, CT 06880 | Direct Payment | $43,068 |
BAIRD FUNDS4+ years Filed as: ROBERT M. CHEVERIE & ASSOC Service code 29 · EIN 06-1335139 | Legal | $20,000 |
NOVAK FRANCELLA LLC1 year Filed as: NOVAK FRANCELLA Service code 10 · EIN 61-1436956 | Accounting | $15,018 |
Filed as: PRUDENTIAL INVESTMENT MGMT LLC Service code 27 · EIN 13-4122960 | Advisory (Plan) | $6,588 |
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 | $93,149 | $56,443+65.0% | $83,850+11.1% | $55,725+67.2% |
| Participation rate | 100.0% | 72.0%+28.0pp | 76.1%+23.9pp | 70.9%+29.1pp |
| Annual return | -3.73% | 393.67%-397.4pp | 850.92%-854.7pp | 244.93%-248.7pp |
| Employer contribution / active EE | $7,260 | $2,682+170.7% | $3,631+99.9% | $2,078+249.3% |
| Participant deferral / active EE | $0 | $2,965-100.0% | $4,082-100.0% | $3,356-100.0% |
| Admin fee / account holder | $359 | $156+130.1% | $5,478-93.4% | $115+212.1% |