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| Provider | Service type | Compensation |
|---|---|---|
MEKETA INVESTMENT GROUP3+ years Service code 27 · EIN 04-2659023 | Advisory (Plan) | $1,392,007 |
ARTISAN PARTNERS1 year Filed as: ARTISAN PARTNERS LIMITED PARTNERSHI Service code 51 · EIN 30-0551775 | Investment Mgmt Fees | $568,225 |
WELLINGTON TRUST COMPANY3+ years Filed as: WELLINGTON MANAGEMENT Service code 51 · EIN 20-3460618 | Investment Mgmt Fees | $524,967 |
BASYS2 years Filed as: BASYS INC Service code 49 · EIN 52-1796473 | Other Services | $505,140 |
Service code 51 · EIN 61-1581324 | Investment Mgmt Fees | $403,344 |
STATE STREET GLOBAL ADVISORS3+ years Filed as: STATE STREET CORPORATION Service code 18 · EIN 04-1867445 | Custodial (securities); Custodial (ot... | $384,925 |
PGIM INVESTMENTS3+ years Filed as: JENNISON ASSOCIATES Service code 28 · EIN 52-2066785 | Investment Management | $280,748 |
Filed as: SIERRA INVESTMENT PARTNERS Service code 28 · EIN 68-0370668 | Investment Management | $264,451 |
DODGE & COX3+ years Service code 28 · EIN 94-1441976 | Investment Management | $215,325 |
LIUNA NATIONAL 401K3+ years Service code 49 · EIN 52-6941497 | Other Services | $213,923 |
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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 | $14,491,905-100.0% | $184,886-100.0% | $14,491,905-100.0% |
| Participation rate | 0.0% | 5.3%-5.3pp | 47.1%-47.1pp | 5.3%-5.3pp |
| Annual return | 12.42% | 1057.21%-1044.8pp | 8.32%+4.1pp | 1057.21%-1044.8pp |
| Employer contribution / active EE | $5,778 | $14,374-59.8% | $30,793-81.2% | $14,374-59.8% |
| Participant deferral / active EE | $0 | $351-100.0% | $90-100.0% | $351-100.0% |
| Admin fee / account holder | $0 | $81,210-100.0% | $2,802-100.0% | $81,210-100.0% |