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| Provider | Service type | Compensation |
|---|---|---|
MEKETA INVESTMENT GROUP4+ years Service code 27 · EIN 04-2659023 | Advisory (Plan) | $1,411,297 |
ARTISAN PARTNERS2 years Filed as: ARTISAN PARTNERS LIMITED PARTNERSHI Service code 51 · EIN 30-0551775 | Investment Mgmt Fees | $530,686 |
WELLINGTON TRUST COMPANY4+ years Filed as: WELLINGTON MANAGEMENT Service code 51 · EIN 20-3460618 | Investment Mgmt Fees | $512,412 |
BASYS3 years Filed as: BASYS INC Service code 49 · EIN 52-1796473 | Other Services | $406,740 |
STATE STREET GLOBAL ADVISORS4+ years Filed as: STATE STREET CORPORATION Service code 18 · EIN 04-1867445 | Custodial (securities); Investment ma... | $392,301 |
Service code 51 · EIN 61-1581324 | Investment Mgmt Fees | $282,956 |
Filed as: SIERRA INVESTMENT PARTNERS Service code 28 · EIN 68-0370668 | Investment Management | $264,989 |
PGIM INVESTMENTS4+ years Filed as: JENNISON ASSOCIATES Service code 28 · EIN 52-2066785 | Investment Management | $248,536 |
THE SEGAL COMPANY2 years Filed as: SEGAL SELECT INSURANCE Service code 51 333 WEST 34TH STREET · NEW YORK, NY 100012402 | Investment Mgmt Fees | $240,389 |
BAIRD INSURANCE SERVICES INC4+ years Filed as: BAIRD ASSOCIATES Service code 28 · EIN 39-6037917 | Investment Management | $234,792 |
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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 | $7,764,297-100.0% | $245,396-100.0% | $7,764,297-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 43.0%-43.0pp | 0.0%0pp |
| Annual return | -0.24% | -1.95%+1.7pp | -752.26%+752.0pp | -1.95%+1.7pp |
| Employer contribution / active EE | $5,695 | $9,243-38.4% | $31,802-82.1% | $9,243-38.4% |
| Participant deferral / active EE | $0 | $425-100.0% | $47-100.0% | $425-100.0% |
| Admin fee / account holder | $0 | $62,356-100.0% | $1,223-100.0% | $62,356-100.0% |