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| Provider | Service type | Compensation |
|---|---|---|
ZENITH AMERICAN SOLUTIONS3+ years Service code 10 · EIN 52-1590516 | Accounting | $252,962 |
HORIZON ACTUARIAL SERVICES, LLC3+ years Service code 11 · EIN 26-1370698 | Actuarial | $80,347 |
MEKETA INVESTMENT GROUP3+ years Filed as: MEKETA INVESTMENT GROUP, INC. Service code 27 · EIN 04-2659023 | Advisory (Plan) | $75,000 |
AMERICAN REALTY ADVISORS3+ years Service code 28 · EIN 33-0123114 | Investment Management | $46,055 |
BERRY & CO., CPA'S LTD3+ years Service code 10 · EIN 88-0400174 | Accounting | $29,626 |
US BANK3+ years Filed as: UNION BANK, N.A. Service code 49 · EIN 94-0304228 | Other Services | $27,109 |
Service code 29 · EIN 95-4177931 | Legal | $24,960 |
Filed as: U.S. BANK, N.A. (USBNA) Service code 19 · EIN 31-0841368 | Securities Custodian | $20,000 |
Service code 29 · EIN 95-4462267 | Legal | $7,699 |
AMALGAMATED BANK3+ years Service code 19 · EIN 13-4920330 | Securities Custodian | $7,291 |
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Employer contribution per participant is in the bottom quintile of the peer cohort.
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $90,272-100.0% | $184,886-100.0% | $1,723,788-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 47.1%-47.1pp | 1.9%-1.9pp |
| Annual return | 11.13% | 11.78%-0.7pp | 8.32%+2.8pp | 23.90%-12.8pp |
| Employer contribution / active EE | $6,278 | $11,309-44.5% | $30,793-79.6% | $16,539-62.0% |
| Participant deferral / active EE | $0 | $0 | $90-100.0% | $350-100.0% |
| Admin fee / account holder | $0 | $337-100.0% | $2,802-100.0% | $18,975-100.0% |