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| Provider | Service type | Compensation |
|---|---|---|
MEKETA INVESTMENT GROUP6+ years Filed as: MEKETA INVESTMENT GROUP, INC Service code 27 · EIN 04-2659023 | Advisory (Plan) | $31,200 |
BLITMAN & KING6+ years Filed as: BLITMAN & KING, LLP Service code 29 · EIN 16-1047304 | Legal | $27,930 |
SCHULTHEIS & PANETTIERI, LLP6+ years Service code 10 · EIN 13-1577780 | Accounting | $25,000 |
THE BANK OF NEW YORK MELLON2 years Filed as: BNY MELLON Service code 52 · EIN 13-3272460 | Indirect Investment Fees | $0 |
HARBOR3 years Service code 52 · EIN 34-1953393 | Indirect Investment Fees | $0 |
INVESCO1 year Service code 52 · EIN 94-2362417 | Indirect Investment Fees | $0 |
Filed as: MASS MUTUAL LIFE INSURANCE CO Service code 52 | Indirect Investment Fees | $0 |
Filed as: MASS MUTUAL LIFE INSURANCE COMPANY Service code 52 · EIN 04-1590850 | Indirect Investment Fees | $0 |
PIMCO FUNDS3 years Service code 52 · EIN 95-2632339 | Indirect Investment Fees | $0 |
THE VANGUARD GROUP, INC.3 years Filed as: VANGUARD Service code 52 · EIN 23-1945930 | Indirect Investment Fees | $0 |
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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $64,053 | $81,719-21.6% | $101,271-36.8% | $90,274-29.0% |
| Participation rate | 89.4% | 80.7%+8.6pp | 75.8%+13.6pp | 73.4%+16.0pp |
| Annual return | 9.08% | 337.64%-328.6pp | 46.48%-37.4pp | 53.97%-44.9pp |
| Employer contribution / active EE | $2,539 | $3,622-29.9% | $3,660-30.6% | $2,523+0.6% |
| Participant deferral / active EE | $0 | $3,310-100.0% | $4,371-100.0% | $4,231-100.0% |
| Admin fee / account holder | $175 | $162+8.4% | $5,948-97.0% | $114+53.8% |