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| Provider | Service type | Compensation |
|---|---|---|
MEKETA INVESTMENT GROUP1+ years Filed as: MEKETA Service code 27 · EIN 04-2659023 100 LOWDER BROK DR · WESTWOOD, MA 02090 | Advisory (Plan) | $41,333 |
TIC INTERNATIONAL CORPORATION1+ years Filed as: TIC INTL CORP Service code 13 · EIN 13-2600875 11590 N MERIDIAN ST 600 · CARMEL, IN 46032 | Contract Administrator | $32,118 |
REINHART BOERNER VAN DEUREN S.C.1+ years Service code 29 · EIN 39-1126909 1000 N. WATER ST STE 1700 · MILWAUKEE, WI 53202 | Legal | $27,167 |
DISABATO ADVISERS, LLC1+ years Filed as: DISABATO ADVISORS, LLC Service code 27 · EIN 35-2323525 525 W. MONROE STE 560 · CHICAGO, IL 60661 | Advisory (Plan) | $20,667 |
INDEPENDENT FINANCIAL PARTNERS1+ years Filed as: SIERRA INVESTMENT PARTNERS, INC Service code 27 · EIN 68-0370668 PO BOX 5727 · VACAVILLE, CA 95696 | Advisory (Plan) | $19,569 |
AON CONSULTING1+ years Filed as: AON HEWITT & ASSOCIATES Service code 11 · EIN 36-2235791 100 HALF DAY RD · LINCOLNSHIRE, IL 60069 | Actuarial | $14,503 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $110,424 | $54,392+103.0% | $84,753+30.3% | $63,975+72.6% |
| Participation rate | 76.9% | 76.9%0pp | 76.6%+0.3pp | 71.1%+5.8pp |
| Annual return | -3.40% | 611.38%-614.8pp | 22.78%-26.2pp | 48.65%-52.1pp |
| Employer contribution / active EE | $7,313 | $2,943+148.5% | $3,574+104.6% | $2,182+235.2% |
| Participant deferral / active EE | $45 | $2,593-98.3% | $3,712-98.8% | $3,356-98.6% |
| Admin fee / account holder | $1,998 | $136+1371.5% | $5,333-62.5% | $70+2737.5% |