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| Provider | Service type | Compensation |
|---|---|---|
ZENITH AMERICAN SOLUTIONS6+ years Filed as: ZENITH AMERICAN SOLUTIONS, INC. Service code 14 · EIN 52-1590516 | Plan Administrator | $191,896 |
RUBINBROWN LLP4 years Filed as: RUBINBROWN, LLP Service code 10 · EIN 43-0765316 | Accounting | $144,737 |
Filed as: BROWNSTEIN HYATT FARBER SCHRECK,LLP Service code 29 · EIN 26-1367865 | Legal | $141,418 |
VERUS6+ years Filed as: VERUS ADVISORY, INC. Service code 27 · EIN 91-1320111 | Advisory (Plan) | $115,000 |
MILLIMAN, INC.6+ years Service code 11 · EIN 91-0675641 | Actuarial | $104,915 |
JPMORGAN INVEST HOLDINGS LLC6+ years Filed as: JPMORGAN CHASE BANK, N.A. Service code 24 · EIN 13-4994650 | Discretionary Trustee | $82,964 |
BMO HARRIS BANK NA6+ years Service code 19 · EIN 36-2085229 | Securities Custodian | $70,248 |
Filed as: PRUDENTIAL TRUST COMPANY Service code 21 · EIN 23-6994310 | Bank Trustee | $67,576 |
PANAGORA ASSET MANAGEMENT5 years Service code 28 · EIN 04-3063840 | Investment Management | $60,594 |
THE URBAN LAW FIRM6+ years Service code 29 · EIN 75-2986189 | Legal | $32,745 |
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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 | $282,126-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 41.9%-41.9pp | 0.0%0pp |
| Annual return | 11.32% | 12.86%-1.5pp | 1087.39%-1076.1pp | 12.86%-1.5pp |
| Employer contribution / active EE | $1,416 | $13,687-89.7% | $42,245-96.6% | $13,687-89.7% |
| Participant deferral / active EE | $0 | $833-100.0% | $120-100.0% | $833-100.0% |
| Admin fee / account holder | $0 | $0 | $2,639-100.0% | - |