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| Provider | Service type | Compensation |
|---|---|---|
ZENITH AMERICAN SOLUTIONS3 years Service code 11 · EIN 52-1590516 | Actuarial | $63,230 |
ROBERT CHEVERIE2 years Filed as: R. CHEVERIE & ASSOC Service code 29 · EIN 06-1335139 | Legal | $50,000 |
Service code 17 · EIN 31-1582098 | Pension Consulting | $32,000 |
UBS FINANCIAL SERVICES INC2 years Filed as: UBS FINANCIAL SERVICES INC. Service code 28 · EIN 13-2638166 | Investment Management | $27,477 |
HAMILTON LANE ADVISORS, LLC2 years Service code 28 · EIN 23-2962336 | Investment Management | $22,136 |
NOVAK FRANCELLA LLC2 years Service code 10 · EIN 61-1436956 | Accounting | $20,705 |
GCM GROSVENOR2 years Filed as: GROSVENOR CAPITAL MANAGEMENT, LP Service code 28 · EIN 36-3795985 | Investment Management | $14,377 |
AMALGAMATED BANK5+ years Service code 19 · EIN 13-4922033 | Securities Custodian | $7,577 |
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More than 10% of assets are held in cash - possible menu-design or default-fund problem.
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $10,224,557-100.0% | $362,723-100.0% | $3,370,408-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 38.2%-38.2pp | 1.2%-1.2pp |
| Annual return | 15.85% | 10.27%+5.6pp | 10.56%+5.3pp | 53.27%-37.4pp |
| Employer contribution / active EE | $16,194 | $12,273+32.0% | $30,197-46.4% | $14,774+9.6% |
| Participant deferral / active EE | $0 | $0 | $33-100.0% | $1,259-100.0% |
| Admin fee / account holder | $0 | $35,729-100.0% | $2,168-100.0% | $13,289-100.0% |