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| Provider | Service type | Compensation |
|---|---|---|
ZENITH AMERICAN SOLUTIONS3 years Service code 13 · EIN 52-1590516 2250 SOUTH RANCHO DRIVE STE. 295 · LAS VEGAS, NV 89102 | Contract Administrator | $232,573 |
Filed as: NOVARA TESIJA CATENACCI, PLLC Service code 29 888 W BIG BEAVER RD., STE. 600 · TROY, MI 48084 | Legal | $98,310 |
RUBINBROWN LLP2 years Service code 10 · EIN 43-0765316 | Accounting | $54,336 |
Filed as: MASSMUTUAL RETIREMENT SERVICES LLC Service code 15 · EIN 26-1589907 100 BRIGHT MEADOW BLVD., MIP 154 · ENFIELD, CT 08082 | Recordkeeping | $48,752 |
VERUS1 year Filed as: VERUS ADVISORY, INC Service code 27 2321 ROSECRANS AVENUE, SUITE 2250 · EL SEGUNDO, CA 90245 | Advisory (Plan) | $20,833 |
Filed as: SMW TRUST FUNDS OF SO CA, AZ, & NV Service code 65 · EIN 95-4337897 P.O. BOX 10067 · MANHATTAN BEACH, CA 90266 | Account Maintenance | $7,722 |
PDQ PRINTING1 year 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 | $7,555 |
MMA SECURITIES LLC3 years Filed as: MARSH & MCLENNAN AGENCY Service code 22 · EIN 36-1436000 1 POLARIS WAY 300 · ALISO VIEJO, CA 92656 | Insurance Broker | $5,706 |
Filed as: MASSACHUSETTS MUTUAL LIFE INSURANCE Service code 52 · EIN 04-1590850 1295 STATE STREET · SPRINGFIELD, MA 01111 | Indirect Investment Fees | $0 |
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.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $28,398 | $81,719-65.2% | $101,264-72.0% | $90,274-68.5% |
| Participation rate | 82.3% | 80.7%+1.6pp | 75.8%+6.5pp | 73.4%+8.9pp |
| Annual return | 13.53% | 337.64%-324.1pp | 46.48%-32.9pp | 53.97%-40.4pp |
| Employer contribution / active EE | $261 | $3,622-92.8% | $3,660-92.9% | $2,523-89.7% |
| Participant deferral / active EE | $1,044 | $3,310-68.5% | $4,370-76.1% | $4,231-75.3% |
| Admin fee / account holder | $229 | $162+41.5% | $5,947-96.1% | $114+100.9% |