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| Provider | Service type | Compensation |
|---|---|---|
MEKETA INVESTMENT GROUP8+ years Service code 27 · EIN 04-2659023 | Advisory (Plan) | $1,455,538 |
BASYS7 years Filed as: BASYS INC Service code 49 · EIN 52-1796473 | Other Services | $642,677 |
WELLINGTON TRUST COMPANY8+ years Filed as: WELLINGTON MANAGEMENT Service code 51 · EIN 20-3460618 | Investment Mgmt Fees | $389,744 |
HYLANT GROUP6 years Service code 23 · EIN 34-1880366 | Insurance services | $387,107 |
ARTISAN PARTNERS6 years Filed as: ARTISAN PARTNERS LIMITED PARTNERSHI Service code 51 · EIN 30-0551775 | Investment Mgmt Fees | $291,098 |
Service code 51 | Investment Mgmt Fees | $268,265 |
LIUNA NATIONAL 401K8+ years Service code 49 · EIN 52-6941497 | Other Services | $255,166 |
BAIRD INSURANCE SERVICES INC8+ years Filed as: BAIRD ASSOCIATES Service code 28 · EIN 39-6037917 | Investment Management | $229,045 |
PAYDEN & RYGEL8+ years Service code 52 · EIN 95-3921788 | Indirect Investment Fees | $221,635 |
Filed as: DRIEHAUS Service code 28 17 EAST ERIE ST · CHICAGO, IL 60611 | Investment Management | $217,747 |
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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 | $1,469,698-100.0% | $164,721-100.0% | $1,469,698-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 21.0%-21.0pp | 0.0%0pp |
| Annual return | -8.96% | -5.36%-3.6pp | -5.85%-3.1pp | 7.68%-16.6pp |
| Employer contribution / active EE | $6,266 | $12,163-48.5% | $31,839-80.3% | $9,142-31.5% |
| Participant deferral / active EE | $0 | $1-100.0% | $2-100.0% | $462-100.0% |
| Admin fee / account holder | $0 | $19,323-100.0% | $1,000-100.0% | $19,323-100.0% |