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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 | $24,265-100.0% | $282,424-100.0% | $24,265-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 27.9%-27.9pp | 11.2%-11.2pp |
| Annual return | 7.34% | 9.05%-1.7pp | 3.87%+3.5pp | 9.01%-1.7pp |
| Employer contribution / active EE | $57,139 | $13,671+317.9% | $28,590+99.9% | $12,866+344.1% |
| Participant deferral / active EE | $0 | $174-100.0% | $13-100.0% | $260-100.0% |
| Admin fee / account holder | $0 | $4,785-100.0% | $8,735-100.0% | $4,785-100.0% |