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| Provider | Service type | Compensation |
|---|---|---|
MEKETA INVESTMENT GROUP10+ years Service code 28 · EIN 04-2659023 | Investment Management | $31,125 |
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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 | $49,655-100.0% | $328,890-100.0% | $49,655-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 41.1%-41.1pp | 18.6%-18.6pp |
| Annual return | 7.34% | 10.11%-2.8pp | 8.43%-1.1pp | 9.77%-2.4pp |
| Employer contribution / active EE | $57,139 | $17,214+231.9% | $29,249+95.4% | $13,890+311.4% |
| Participant deferral / active EE | $0 | $36-100.0% | $13-100.0% | $102-100.0% |
| Admin fee / account holder | $0 | $2,893-100.0% | $10,081-100.0% | $2,893-100.0% |