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| Provider | Service type | Compensation |
|---|---|---|
RUBINBROWN LLP8 years Filed as: RUBINBROWN, LLP Service code 10 · EIN 43-0765316 | Accounting | $220,288 |
ZENITH AMERICAN SOLUTIONS10+ years Filed as: ZENITH AMERICAN SOLUTIONS, INC. Service code 13 · EIN 52-1590516 | Contract Administrator | $210,485 |
VERUS10+ years Filed as: VERUS ADVISORY, INC. Service code 27 · EIN 91-1320111 | Advisory (Plan) | $147,000 |
Service code 29 · EIN 26-1367865 | Legal | $145,826 |
MILLIMAN, INC.10+ years Service code 11 · EIN 91-0675641 | Actuarial | $119,801 |
JPMORGAN INVEST HOLDINGS LLC10+ years Filed as: JPMORGAN CHASE BANK, N.A. Service code 24 · EIN 13-4994650 | Discretionary Trustee | $54,392 |
THE URBAN LAW FIRM10+ years Service code 29 · EIN 75-2986189 | Legal | $52,602 |
Service code 19 · EIN 93-1799133 | Securities Custodian | $52,500 |
Filed as: PRUDENTIAL TRUST COMPANY Service code 21 · EIN 23-6994310 | Bank Trustee | $49,867 |
BMO HARRIS BANK NA1 year Filed as: BMO BANK Service code 18 · EIN 36-2085229 | Custodial (other than securities) | $18,956 |
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Employer contribution per participant is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $0 | $157,677-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 28.6%-28.6pp | 0.0%0pp |
| Annual return | 7.94% | 9.30%-1.4pp | 8.41%-0.5pp | 9.30%-1.4pp |
| Employer contribution / active EE | $3,223 | $12,551-74.3% | $41,333-92.2% | $12,551-74.3% |
| Participant deferral / active EE | $0 | $2,867-100.0% | $40-100.0% | $2,867-100.0% |
| Admin fee / account holder | $0 | $0 | $3,303-100.0% | - |