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| Provider | Service type | Compensation |
|---|---|---|
MEKETA INVESTMENT GROUP7+ years Service code 27 · EIN 04-2659023 | Advisory (Plan) | $1,450,000 |
ARA CORE PROPERTY FUND1 year Service code 51 · EIN 95-4871432 | Investment Mgmt Fees | $674,360 |
BASYS6 years Filed as: BASYS INC Service code 49 · EIN 52-1796473 | Other Services | $501,597 |
KIMMERIDGE ENERGY FUND V3 years Service code 51 412 WEST 15TH STREET, 11TH FLOOR · NEW YORK, NY 10011 | Investment Mgmt Fees | $447,853 |
ARTISAN PARTNERS5 years Filed as: ARTISAN PARTNERS LIMITED PARTNERSHI Service code 51 · EIN 30-0551775 | Investment Mgmt Fees | $315,777 |
PAYDEN & RYGEL7+ years Service code 52 · EIN 95-3921788 | Indirect Investment Fees | $307,203 |
Service code 51 · EIN 84-2975240 | Investment Mgmt Fees | $305,226 |
GOLDMAN SACHS4 years Filed as: TRILANTIC CAPITAL PARTNERS VI Service code 51 399 PARK AVENUE, 39TH FLOOR · NEW YORK, NY 10022 | Investment Mgmt Fees | $274,611 |
PGIM INVESTMENTS7+ years Filed as: JENNISON ASSOCIATES Service code 28 · EIN 52-2066785 | Investment Management | $274,066 |
BAIRD INSURANCE SERVICES INC7+ years Filed as: BAIRD ASSOCIATES Service code 28 · EIN 39-6037917 | Investment Management | $267,153 |
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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 | $201,582-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 23.6%-23.6pp | 0.0%0pp |
| Annual return | 18.92% | 13.51%+5.4pp | 11.08%+7.8pp | 13.51%+5.4pp |
| Employer contribution / active EE | $6,074 | $8,170-25.7% | $28,418-78.6% | $8,170-25.7% |
| Participant deferral / active EE | $0 | $488-100.0% | $86-100.0% | $488-100.0% |
| Admin fee / account holder | $0 | $0 | $6,559-100.0% | - |