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| Provider | Service type | Compensation |
|---|---|---|
MEKETA INVESTMENT GROUP1+ years Service code 27 · EIN 04-2659023 | Advisory (Plan) | $1,450,618 |
ARTISAN PARTNERS1+ years Filed as: ARTISAN PARTNERS LP Service code 51 · EIN 30-0551775 | Investment Mgmt Fees | $597,836 |
Filed as: ABERDEEN FRONTIER MARKETS EQUTY FND Service code 51 · EIN 61-1581324 | Investment Mgmt Fees | $397,492 |
STATE STREET GLOBAL ADVISORS1+ years Filed as: STATE STREET CORPORATION Service code 18 · EIN 04-1867445 | Investment management fees paid direc... | $385,476 |
VONTOBEL USA INC1+ years Filed as: VONTOBEL ASSET MANAGEMENT, INC. Service code 28 · EIN 13-3223264 | Investment Management | $340,409 |
BAYSIS INC1+ years Service code 49 · EIN 52-1796473 | Other Services | $333,584 |
STAR PROTECTION AGENCY1+ years Filed as: STAR AMERICA INFRASTRUCTURE FUND LP Service code 51 165 ROSLYN ROAD · ROSLYN HEIGHTS, NY 11577 | Investment Mgmt Fees | $296,938 |
PGIM INVESTMENTS1+ years Filed as: JENNISON ASSOCIATES Service code 28 · EIN 52-2066785 | Investment Management | $289,872 |
INDEPENDENT FINANCIAL PARTNERS1+ years Filed as: SIERRA INVESTMENT PARTNERS/FORT WA Service code 28 · EIN 68-0370668 | Investment Management | $287,095 |
BAIRD INSURANCE SERVICES INC1+ years Filed as: BAIRD ASSOCIATES Service code 28 · EIN 39-6037917 | Investment Management | $260,160 |
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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 | $47,522-100.0% | $115,244-100.0% | $47,522-100.0% |
| Participation rate | 0.0% | 9.2%-9.2pp | 33.3%-33.3pp | 9.2%-9.2pp |
| Annual return | -0.29% | -0.08%-0.2pp | -1.61%+1.3pp | -0.08%-0.2pp |
| Employer contribution / active EE | $5,528 | $7,991-30.8% | $30,840-82.1% | $7,991-30.8% |
| Participant deferral / active EE | $0 | $325-100.0% | $41-100.0% | $325-100.0% |
| Admin fee / account holder | $0 | $275-100.0% | $3,433-100.0% | $275-100.0% |