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| Provider | Service type | Compensation |
|---|---|---|
MEKETA INVESTMENT GROUP9+ years Service code 21 · EIN 04-2659023 | Bank Trustee | $41,500 |
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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 | $39,669-100.0% | $334,005-100.0% | $52,198-100.0% |
| Participation rate | 0.0% | 26.5%-26.5pp | 43.7%-43.7pp | 11.0%-11.0pp |
| Annual return | 11.25% | 8.11%+3.1pp | 9.82%+1.4pp | 8.21%+3.0pp |
| Employer contribution / active EE | $47,528 | $16,761+183.6% | $30,304+56.8% | $13,843+243.3% |
| Participant deferral / active EE | $0 | $33-100.0% | $66-100.0% | $61-100.0% |
| Admin fee / account holder | $0 | $435-100.0% | $53,840-100.0% | $1,652-100.0% |