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| Provider | Service type | Compensation |
|---|---|---|
MARQUETTE ASSOCIATES6 years Service code 17 · EIN 36-3485298 180 N LASALLE STREET SUITE 3500 · CHICAGO, IL 60601 | Pension Consulting | $45,469 |
Filed as: PRUDENTIAL INSURANCE COMPANY OF AME Service code 28 · EIN 22-1211670 751 BROAD STREET · NEWARK, NJ 07102 | Investment Management | $43,968 |
Filed as: BERARD & ASSOCIATES CPAS P.C. Service code 10 · EIN 13-3774222 44 PARK AVENUE · SUFFERN, NY 10901 | Accounting | $11,076 |
COLLERAN, O'HARA & MILLS LLP7 years Filed as: HOLM & OHARA LLP Service code 22 · EIN 13-3591118 3 WEST 35TH STREET 9TH FLOOR · NEW YORK, NY 10001 | Insurance Broker | $9,559 |
ZENITH AMERICAN SOLUTIONS4 years Service code 13 · EIN 52-1590516 PO BOX 5817 · WALLINGFORD, CT 06492 | Contract Administrator | $6,756 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 28 · EIN 06-1050034 8515 E ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $5,586 |
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 | $120,895 | $76,669+57.7% | $96,520+25.3% | $71,495+69.1% |
| Participation rate | 100.0% | 66.6%+33.4pp | 74.3%+25.7pp | 67.9%+32.1pp |
| Annual return | 14.89% | 48.29%-33.4pp | 35.72%-20.8pp | 28.85%-14.0pp |
| Employer contribution / active EE | $7,987 | $3,031+163.5% | $3,739+113.6% | $2,589+208.5% |
| Participant deferral / active EE | $0 | $3,771-100.0% | $4,879-100.0% | $4,291-100.0% |
| Admin fee / account holder | $963 | $2,028-52.5% | $6,733-85.7% | $1,588-39.3% |