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| Provider | Service type | Compensation |
|---|---|---|
ZENITH AMERICAN SOLUTIONS6 years Service code 11 · EIN 52-1590516 | Actuarial | $67,038 |
ROBERT CHEVERIE5 years Filed as: R. CHEVERIE & ASSOC Service code 29 · EIN 06-1335139 | Legal | $50,676 |
Service code 17 · EIN 31-1582098 | Pension Consulting | $42,800 |
MORGAN STANLEY SMITH BARNEY2 years Filed as: MORGAN STANLEY SMITH BARNEY LLC Service code 27 · EIN 20-8764829 | Advisory (Plan) | $34,600 |
GCM GROSVENOR5 years Filed as: GROSVENOR CAPITAL MANAGEMENT, LP Service code 28 · EIN 36-3795985 | Investment Management | $21,383 |
NOVAK FRANCELLA LLC5 years Service code 10 · EIN 61-1436956 | Accounting | $19,901 |
HAMILTON LANE ADVISORS, LLC5 years Service code 28 · EIN 23-2962336 | Investment Management | $16,669 |
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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 | $164,233-100.0% | $164,721-100.0% | $164,233-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 21.0%-21.0pp | 0.0%0pp |
| Annual return | -12.60% | -8.26%-4.3pp | -5.85%-6.8pp | 2.77%-15.4pp |
| Employer contribution / active EE | $15,411 | $12,543+22.9% | $31,839-51.6% | $15,262+1.0% |
| Participant deferral / active EE | $0 | $0 | $2-100.0% | $691-100.0% |
| Admin fee / account holder | $0 | $1,015-100.0% | $1,000-100.0% | $1,015-100.0% |