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| Provider | Service type | Compensation |
|---|---|---|
ZENITH AMERICAN SOLUTIONS3+ years Filed as: ZENITH AMERICAN SOLUTIONS, INC. Service code 14 · EIN 52-1590516 | Plan Administrator | $175,798 |
Filed as: BROWNSTEIN HYATT FARBER SCHRECK,LLP Service code 29 · EIN 26-1367865 | Legal | $129,152 |
RUBINBROWN LLP1 year Filed as: RUBINBROWN, LLP Service code 10 · EIN 43-0765316 | Accounting | $121,139 |
VERUS3+ years Filed as: VERUS ADVISORY, INC. Service code 27 · EIN 91-1320111 | Advisory (Plan) | $115,763 |
JPMORGAN INVEST HOLDINGS LLC3+ years Filed as: JPMORGAN CHASE BANK, N.A. Service code 24 · EIN 13-4994650 | Discretionary Trustee | $101,029 |
MILLIMAN, INC.3+ years Service code 11 · EIN 91-0675641 | Actuarial | $99,718 |
BMO HARRIS BANK NA3+ years Service code 19 · EIN 36-2085229 | Securities Custodian | $62,061 |
PANAGORA ASSET MANAGEMENT2 years Service code 28 · EIN 04-3063840 | Investment Management | $52,918 |
Filed as: PRUDENTIAL TRUST COMPANY Service code 21 · EIN 23-6994310 | Bank Trustee | $36,410 |
THE URBAN LAW FIRM3+ years Service code 29 · EIN 75-2986189 | Legal | $30,421 |
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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 | $260,109-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 43.2%-43.2pp | 0.0%0pp |
| Annual return | 15.57% | 17.84%-2.3pp | 8.93%+6.6pp | 17.84%-2.3pp |
| Employer contribution / active EE | $2,659 | $14,688-81.9% | $43,470-93.9% | $14,688-81.9% |
| Participant deferral / active EE | $0 | $770-100.0% | $223-100.0% | $770-100.0% |
| Admin fee / account holder | $0 | $0 | $1,225-100.0% | - |