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| Provider | Service type | Compensation |
|---|---|---|
ZENITH AMERICAN SOLUTIONS7 years Service code 13 · EIN 52-1590516 2250 SOUTH RANCHO DRIVE STE. 295 · LAS VEGAS, NV 89102 | Contract Administrator | $196,978 |
Filed as: NOVARA TESIJA CATENACCI, PLLC Service code 29 · EIN 38-3763096 888 W BIG BEAVER RD., STE. 600 · TROY, MI 48084 | Legal | $88,109 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $87,349 |
VERUS5 years Filed as: VERUS ADVISORY, INC Service code 27 · EIN 91-1320111 800 FIFTH AVENUE, STE 3900 · SEATTLE, WA 98104 | Advisory (Plan) | $58,300 |
RUBINBROWN LLP6 years Service code 10 · EIN 43-0765316 10801 W CHARLESTON BLVD, SUITE 300 · LAS VEGAS, NV 89135 | Accounting | $41,086 |
PDQ PRINTING3 years Filed as: PDQ PRINTING OF LAS VEGAS, INC. Service code 49 · EIN 20-3649287 3820 S. VALLEY VIEW BLVD · LAS VEGAS, NV 89103 | Other Services | $8,421 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $40,041 | $241,850-83.4% | $102,412-60.9% | $199,960-80.0% |
| Participation rate | 64.4% | 78.3%-13.9pp | 74.5%-10.1pp | 72.0%-7.6pp |
| Annual return | 12.54% | 17.67%-5.1pp | 24.94%-12.4pp | 34.28%-21.7pp |
| Employer contribution / active EE | $449 | $4,253-89.4% | $3,870-88.4% | $3,036-85.2% |
| Participant deferral / active EE | $951 | $3,961-76.0% | $5,060-81.2% | $5,087-81.3% |
| Admin fee / account holder | $249 | $288-13.7% | $8,388-97.0% | $269-7.6% |