| Provider | Service type | Compensation |
|---|---|---|
MEKETA INVESTMENT GROUP4+ years Service code 27 · EIN 04-2659023 | Advisory (Plan) | $1,156,396 |
ARTISAN PARTNERS1 year Filed as: ARTISAN PARTNERS LMTD PARTNERSHIP Service code 28 · EIN 30-0551775 | Investment Management | $707,233 |
Filed as: ABERDEEN ASSET MANAGEMENT INC Service code 28 · EIN 51-0368279 | Investment Management | $625,170 |
Filed as: WASHINGTON CAPITAL MANAGEMENT, INC Service code 28 · EIN 91-1042342 | Investment Management | $615,160 |
WALTER SCOTT & PARTNERS LIMITED4+ years Filed as: WALTER SCOTT Service code 28 · EIN 98-0465834 | Investment Management | $542,629 |
STATE STREET GLOBAL ADVISORS4+ years Filed as: STATE STREET BANK & TRUST COMPANY Service code 19 · EIN 04-1867445 | Securities Custodian | $505,943 |
NASC PENSION FUND CCA1 year Filed as: NE CARPENTERS PENSION FUND CCA Service code 14 · EIN 51-6040899 | Plan Administrator | $484,083 |
Filed as: JP MORGAN CHASE BANK, NATL ASSOC. Service code 28 · EIN 13-4994650 | Investment Management | $370,618 |
ARTISAN PARTNERS1 year Filed as: ARTISAN PARTNERS LIMITED PARTNERSHP Service code 28 · EIN 39-1807188 | Investment Management | $359,894 |
WELLINGTON TRUST COMPANY1 year Filed as: WELLINGTON TRUST COMPANY NA Service code 28 · EIN 04-2755549 | Investment Management | $304,645 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $7,764,297-100.0% | $245,396-100.0% | $7,764,297-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 43.0%-43.0pp | 0.0%0pp |
| Annual return | -1.42% | -1.95%+0.5pp | -752.26%+750.8pp | -1.95%+0.5pp |
| Employer contribution / active EE | $10,597 | $9,243+14.6% | $31,802-66.7% | $9,243+14.6% |
| Participant deferral / active EE | $0 | $425-100.0% | $47-100.0% | $425-100.0% |
| Admin fee / account holder | $0 | $62,356-100.0% | $1,223-100.0% | $62,356-100.0% |