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| Provider | Service type | Compensation |
|---|---|---|
VERUS2+ years Filed as: VERUS INVESTMENTS Service code 17 · EIN 91-1320111 | Pension Consulting | $41,000 |
ZENITH AMERICAN SOLUTIONS2+ years Service code 12 · EIN 52-1590516 | Recordkeeping and information managem... | $34,109 |
US BANK2+ years Filed as: US BANK NATIONAL ASSOCIATION Service code 19 · EIN 31-0841368 | Securities Custodian | $16,870 |
LINDQUIST LLP2+ years Service code 10 · EIN 52-2385296 | Accounting | $16,525 |
Filed as: MCKENZIE, ROTHWELL, BARLOW, ET AL Service code 29 · EIN 91-0889948 | Legal | $16,098 |
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).
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $48,780 | $54,392-10.3% | $84,753-42.4% | $63,975-23.8% |
| Participation rate | 72.7% | 76.9%-4.2pp | 76.6%-3.9pp | 71.1%+1.6pp |
| Annual return | 8.37% | 611.38%-603.0pp | 22.78%-14.4pp | 48.65%-40.3pp |
| Employer contribution / active EE | $4 | $2,943-99.9% | $3,574-99.9% | $2,182-99.8% |
| Participant deferral / active EE | $2,471 | $2,593-4.7% | $3,712-33.4% | $3,356-26.4% |
| Admin fee / account holder | $85 | $136-37.6% | $5,333-98.4% | $70+20.3% |