| Provider | Service type | Compensation |
|---|---|---|
MEKETA INVESTMENT GROUP9+ years Service code 27 · EIN 04-2659023 | Advisory (Plan) | $557,250 |
LAZARD ASSET MANAGEMENT9+ years Filed as: LAZARD ASSET MANAGEMENT LLC Service code 28 · EIN 05-0530199 | Investment Management | $489,478 |
Filed as: STATE STREET BANK & TRUST CO Service code 18 · EIN 04-1867445 | Custodial (other than securities); Di... | $449,197 |
ARTISAN PARTNERS6 years Filed as: ARTISAN PARTNERS LP Service code 28 · EIN 30-0551775 | Investment Management | $405,446 |
THE SEGAL COMPANY1 year Filed as: THE SEGAL (EASTERN STATES) INC Service code 11 · EIN 13-1835864 | Actuarial | $384,842 |
AB FUNDS6 years Filed as: ALLIANCE BERNSTEIN LP Service code 28 · EIN 13-4064930 | Investment Management | $367,435 |
WELLINGTON TRUST COMPANY1 year Filed as: WELLINGTON MANAGEMENT COMPANY LLP Service code 28 · EIN 30-0835489 | Investment Management | $317,732 |
Service code 28 | Investment Management | $302,152 |
FRANKLIN PARK1 year Filed as: FRANKLIN PARK ASSOCIATES LLC Service code 27 · EIN 01-0769560 | Advisory (Plan) | $300,000 |
STATE STREET GLOBAL ADVISORS6 years Filed as: STATE STREET GLOBAL ADVISORS TRUST Service code 18 · EIN 81-4017137 | Custodial (securities); Investment ma... | $252,940 |
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $0 | $473,625-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 37.3%-37.3pp | 0.0%0pp |
| Annual return | 10.81% | 7.10%+3.7pp | 20.18%-9.4pp | 13.18%-2.4pp |
| Employer contribution / active EE | $15,032 | $12,760+17.8% | $29,108-48.4% | $8,469+77.5% |
| Participant deferral / active EE | $0 | $1-100.0% | $6-100.0% | $322-100.0% |
| Admin fee / account holder | $0 | $0 | $2,262-100.0% | - |