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| Provider | Service type | Compensation |
|---|---|---|
MEKETA INVESTMENT GROUP5+ years Service code 27 · EIN 04-2659023 | Advisory (Plan) | $1,410,103 |
BASYS4 years Filed as: BASYS INC Service code 49 · EIN 52-1796473 | Other Services | $508,351 |
STATE STREET GLOBAL ADVISORS5+ years Filed as: STATE STREET CORPORATION Service code 18 · EIN 04-1867445 | Custodial (securities); Investment ma... | $330,435 |
ARTISAN PARTNERS3 years Filed as: ARTISAN PARTNERS LIMITED PARTNERSHI Service code 51 · EIN 30-0551775 | Investment Mgmt Fees | $290,110 |
GOLDMAN SACHS1 year Filed as: LINDEN CAPITAL PARTNERS IV Service code 51 · EIN 82-3333009 | Investment Mgmt Fees | $245,870 |
LIUNA NATIONAL 401K5+ years Service code 49 · EIN 52-6941497 | Other Services | $237,709 |
WELLINGTON TRUST COMPANY5+ years Filed as: WELLINGTON MANAGEMENT Service code 51 · EIN 20-3460618 | Investment Mgmt Fees | $234,354 |
Filed as: ARTEMIS REAL ESTATE PARTNERS IV, L. Service code 51 5404 WISCONSIN AVENUE · CHEVY CHASE, MD 20815 | Investment Mgmt Fees | $233,642 |
Filed as: SIERRA INVESTMENT PARTNERS Service code 28 · EIN 68-0370668 | Investment Management | $228,880 |
PAYDEN & RYGEL5+ years Service code 52 · EIN 95-3921788 | Indirect Investment Fees | $226,553 |
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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 | $894,319,009-100.0% | $362,723-100.0% | $894,319,009-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 37.9%-37.9pp | 0.0%0pp |
| Annual return | 13.25% | 24.48%-11.2pp | 10.56%+2.7pp | 24.48%-11.2pp |
| Employer contribution / active EE | $5,985 | $9,418-36.4% | $30,199-80.2% | $9,418-36.4% |
| Participant deferral / active EE | $0 | $501-100.0% | $33-100.0% | $501-100.0% |
| Admin fee / account holder | $0 | $2,968,729-100.0% | $2,168-100.0% | $2,968,729-100.0% |