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| Provider | Service type | Compensation |
|---|---|---|
MEKETA INVESTMENT GROUP9+ years Service code 27 · EIN 04-2659023 | Advisory (Plan) | $1,476,244 |
BASYS8 years Filed as: BASYS INC Service code 49 · EIN 52-1796473 | Other Services | $698,844 |
ARA CORE PROPERTY FUND3 years Service code 51 · EIN 95-4871432 | Investment Mgmt Fees | $499,773 |
HYLANT GROUP7 years Service code 23 · EIN 34-1880366 | Insurance services | $411,316 |
Service code 51 · EIN 36-4913385 | Investment Mgmt Fees | $351,909 |
ARTISAN PARTNERS7 years Filed as: ARTISAN PARTNERS LIMITED PARTNERSHI Service code 51 · EIN 30-0551775 | Investment Mgmt Fees | $335,388 |
LIUNA NATIONAL 401K9+ years Service code 49 · EIN 52-6941497 | Other Services | $290,174 |
VECTOR CAPITAL V1 year Service code 51 · EIN 98-1254597 | Investment Mgmt Fees | $235,270 |
PAYDEN & RYGEL9+ years Service code 52 · EIN 95-3921788 | Indirect Investment Fees | $235,240 |
DBAG FUND VII7 years Service code 51 | Investment Mgmt Fees | $230,960 |
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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 | $473,625-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 37.3%-37.3pp | 0.0%0pp |
| Annual return | 5.56% | 7.10%-1.5pp | 20.18%-14.6pp | 13.18%-7.6pp |
| Employer contribution / active EE | $6,354 | $12,760-50.2% | $29,108-78.2% | $8,469-25.0% |
| Participant deferral / active EE | $0 | $1-100.0% | $6-100.0% | $322-100.0% |
| Admin fee / account holder | $0 | $0 | $2,262-100.0% | - |