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| Provider | Service type | Compensation |
|---|---|---|
ZENITH AMERICAN SOLUTIONS4 years Service code 11 · EIN 52-1590516 | Actuarial | $59,685 |
ROBERT CHEVERIE3 years Filed as: R. CHEVERIE & ASSOC Service code 29 · EIN 06-1335139 | Legal | $51,288 |
Service code 17 · EIN 31-1582098 | Pension Consulting | $38,150 |
UBS FINANCIAL SERVICES INC3 years Filed as: UBS FINANCIAL SERVICES INC. Service code 28 · EIN 13-2638166 | Investment Management | $25,431 |
GCM GROSVENOR3 years Filed as: GROSVENOR CAPITAL MANAGEMENT, LP Service code 28 · EIN 36-3795985 | Investment Management | $23,041 |
HAMILTON LANE ADVISORS, LLC3 years Service code 28 · EIN 23-2962336 | Investment Management | $21,511 |
NOVAK FRANCELLA LLC3 years Service code 10 · EIN 61-1436956 | Accounting | $20,241 |
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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 | $1,055,769-100.0% | $162,072-100.0% | $2,822,362-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 33.1%-33.1pp | 0.6%-0.6pp |
| Annual return | 9.75% | 6.41%+3.3pp | 8.01%+1.7pp | 11.45%-1.7pp |
| Employer contribution / active EE | $11,202 | $11,592-3.4% | $29,476-62.0% | $17,219-34.9% |
| Participant deferral / active EE | $0 | $0 | $735-100.0% | $357-100.0% |
| Admin fee / account holder | $0 | $13,084-100.0% | $630-100.0% | $15,480-100.0% |