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| Provider | Service type | Compensation |
|---|---|---|
MEKETA INVESTMENT GROUP2+ years Service code 27 · EIN 04-2659023 | Advisory (Plan) | $1,393,221 |
SILVER LAKE PARTNERS III1 year Service code 51 · EIN 20-5885045 | Investment Mgmt Fees | $617,681 |
ARTISAN PARTNERS1 year Filed as: ARTISAN PARTNERS LTD PARTNERSHIP Service code 51 · EIN 30-0551775 | Investment Mgmt Fees | $547,931 |
ROCKPOINT REAL ESTATE2+ years Filed as: ROCKPOINT REAL ESTATE FUND V, LP Service code 51 · EIN 47-2190213 | Investment Mgmt Fees | $546,168 |
STATE STREET GLOBAL ADVISORS2+ years Filed as: STATE STREET CORPORATION Service code 18 · EIN 04-1867445 | Custodial (securities); Custodial (ot... | $385,801 |
WELLINGTON TRUST COMPANY2+ years Filed as: WELLINGTON MANAGEMENT Service code 51 · EIN 20-3460618 | Investment Mgmt Fees | $380,401 |
Filed as: ABERDEEN FRONTIER MARKETS EQUITY FD Service code 51 · EIN 61-1581324 | Investment Mgmt Fees | $363,528 |
BASYS1 year Filed as: BASYS INC Service code 49 · EIN 52-1796473 | Other Services | $314,888 |
NORTHSTAR MEZZANINE VI1 year Service code 51 · EIN 32-0403788 | Investment Mgmt Fees | $275,822 |
Filed as: SIERRA INVESTMENT PARTNERS Service code 28 · EIN 68-0370668 | Investment Management | $274,790 |
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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 | $40,289-100.0% | $209,859-100.0% | $40,289-100.0% |
| Participation rate | 0.0% | 4.2%-4.2pp | 42.7%-42.7pp | 4.2%-4.2pp |
| Annual return | 7.65% | 10.64%-3.0pp | 4.16%+3.5pp | 10.64%-3.0pp |
| Employer contribution / active EE | $5,533 | $11,561-52.1% | $29,966-81.5% | $11,561-52.1% |
| Participant deferral / active EE | $0 | $347-100.0% | $145-100.0% | $347-100.0% |
| Admin fee / account holder | $0 | $312-100.0% | $13,952-100.0% | $312-100.0% |