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| Provider | Service type | Compensation |
|---|---|---|
ZENITH AMERICAN SOLUTIONS7 years Service code 11 · EIN 52-1590516 | Actuarial | $69,547 |
ROBERT CHEVERIE6 years Filed as: R. CHEVERIE & ASSOC Service code 29 · EIN 06-1335139 | Legal | $50,000 |
Service code 17 · EIN 31-1582098 | Pension Consulting | $40,700 |
MORGAN STANLEY SMITH BARNEY3 years Filed as: MORGAN STANLEY SMITH BARNEY LLC Service code 27 · EIN 20-8764829 | Advisory (Plan) | $32,641 |
NOVAK FRANCELLA LLC6 years Service code 10 · EIN 61-1436956 | Accounting | $20,366 |
HAMILTON LANE ADVISORS, LLC6 years Service code 28 · EIN 23-2962336 | Investment Management | $15,681 |
GCM GROSVENOR6 years Filed as: GROSVENOR CAPITAL MANAGEMENT, LP Service code 28 · EIN 36-3795985 | Investment Management | $8,173 |
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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 | $4,369,090-100.0% | $473,625-100.0% | $3,299,877-100.0% |
| Participation rate | 0.0% | 4.8%-4.8pp | 37.3%-37.3pp | 2.3%-2.3pp |
| Annual return | 11.16% | 7.15%+4.0pp | 20.18%-9.0pp | 37.74%-26.6pp |
| Employer contribution / active EE | $15,226 | $13,270+14.7% | $29,108-47.7% | $15,788-3.6% |
| Participant deferral / active EE | $0 | $732-100.0% | $6-100.0% | $732-100.0% |
| Admin fee / account holder | $0 | $12,034-100.0% | $2,262-100.0% | $9,287-100.0% |