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| Provider | Service type | Compensation |
|---|---|---|
ZENITH AMERICAN SOLUTIONS4+ years Filed as: ZENITH AMERICAN SOLUTIONS, INC. Service code 14 · EIN 52-1590516 | Plan Administrator | $181,774 |
Filed as: BROWNSTEIN HYATT FARBER SCHRECK,LLP Service code 29 · EIN 26-1367865 | Legal | $164,495 |
VERUS4+ years Filed as: VERUS ADVISORY, INC. Service code 27 · EIN 91-1320111 | Advisory (Plan) | $124,583 |
RUBINBROWN LLP2 years Filed as: RUBINBROWN, LLP Service code 10 · EIN 43-0765316 | Accounting | $96,079 |
JPMORGAN INVEST HOLDINGS LLC4+ years Filed as: JPMORGAN CHASE BANK, N.A. Service code 24 · EIN 13-4994650 | Discretionary Trustee | $79,806 |
PANAGORA ASSET MANAGEMENT3 years Service code 28 · EIN 04-3063840 | Investment Management | $70,326 |
BMO HARRIS BANK NA4+ years Service code 19 · EIN 36-2085229 | Securities Custodian | $61,512 |
Filed as: PRUDENTIAL TRUST COMPANY Service code 21 · EIN 23-6994310 | Bank Trustee | $58,803 |
MILLIMAN, INC.4+ years Service code 11 · EIN 91-0675641 | Actuarial | $41,866 |
THE URBAN LAW FIRM4+ years Service code 29 · EIN 75-2986189 | Legal | $22,375 |
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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 | $21,578,776-100.0% | $171,071-100.0% | $21,578,776-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 37.4%-37.4pp | 0.0%0pp |
| Annual return | -5.59% | 33.37%-39.0pp | -3.19%-2.4pp | 33.37%-39.0pp |
| Employer contribution / active EE | $2,694 | $11,253-76.1% | $48,658-94.5% | $11,253-76.1% |
| Participant deferral / active EE | $0 | $819-100.0% | $273-100.0% | $819-100.0% |
| Admin fee / account holder | $0 | $99,113-100.0% | $5,129-100.0% | $99,113-100.0% |