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| Provider | Service type | Compensation |
|---|---|---|
MEKETA INVESTMENT GROUP6+ years Service code 27 · EIN 04-2659023 | Advisory (Plan) | $1,450,678 |
WHITE DEER ENERGY LP1 year Service code 51 · EIN 30-0568361 | Investment Mgmt Fees | $912,792 |
BASYS5 years Filed as: BASYS INC Service code 49 · EIN 52-1796473 | Other Services | $508,006 |
PAYDEN & RYGEL6+ years Service code 52 · EIN 95-3921788 | Indirect Investment Fees | $293,607 |
STATE STREET GLOBAL ADVISORS6+ years Filed as: STATE STREET CORPORATION Service code 18 · EIN 04-1867445 | Investment management fees paid direc... | $287,338 |
WELLINGTON TRUST COMPANY6+ years Filed as: WELLINGTON MANAGEMENT Service code 51 · EIN 20-3460618 | Investment Mgmt Fees | $284,659 |
BAIRD INSURANCE SERVICES INC6+ years Filed as: BAIRD ASSOCIATES Service code 28 · EIN 39-6037917 | Investment Management | $265,007 |
PGIM INVESTMENTS6+ years Filed as: JENNISON ASSOCIATES Service code 28 · EIN 52-2066785 | Investment Management | $256,376 |
ARTISAN PARTNERS4 years Filed as: ARTISAN PARTNERS LIMITED PARTNERSHI Service code 51 · EIN 30-0551775 | Investment Mgmt Fees | $254,946 |
LIUNA NATIONAL 401K6+ years Service code 49 · EIN 52-6941497 | Other Services | $247,427 |
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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 | $0 | $162,072-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 33.1%-33.1pp | 0.0%0pp |
| Annual return | 16.13% | 13.80%+2.3pp | 8.01%+8.1pp | 13.80%+2.3pp |
| Employer contribution / active EE | $5,816 | $10,386-44.0% | $29,476-80.3% | $10,386-44.0% |
| Participant deferral / active EE | $0 | $448-100.0% | $735-100.0% | $448-100.0% |
| Admin fee / account holder | $0 | $0 | $630-100.0% | - |