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| Provider | Service type | Compensation |
|---|---|---|
MEKETA INVESTMENT GROUP3+ years Filed as: MEKETA Service code 27 · EIN 04-2659023 100 LOWDER BROK DR · WESTWOOD, MA 02090 | Advisory (Plan) | $62,000 |
REINHART BOERNER VAN DEUREN S.C.3+ years Service code 29 · EIN 39-1126909 1000 N. WATER ST STE 1700 · MILWAUKEE, WI 53202 | Legal | $48,313 |
TIC INTERNATIONAL CORPORATION3+ years Filed as: TIC INTL CORP Service code 13 · EIN 13-2600875 11590 N MERIDIAN ST 600 · CARMEL, IN 46032 | Contract Administrator | $33,072 |
IBEW LOCAL UNION 1501 year Service code 49 · EIN 36-1581422 31290 N US HIGHWAY 45 UNIT B · LIBERTYVILLE, IL 60048 | Other Services | $15,607 |
CALIBRE CPA GROUP PLLC1 year Filed as: CALIBRE CPA GROUP, PLLC Service code 10 · EIN 47-0900880 230 WEST MONROE STREET, SUITE 310 · CHICAGO, IL 60606 | Accounting | $10,057 |
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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $133,227 | $82,546+61.4% | $140,019-4.9% | $75,289+77.0% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.5%+12.5pp | 72.4%+27.6pp |
| Annual return | 9.49% | -0.36%+9.9pp | 651.19%-641.7pp | -0.04%+9.5pp |
| Employer contribution / active EE | $7,315 | $3,856+89.7% | $5,605+30.5% | $2,405+204.2% |
| Participant deferral / active EE | $0 | $5,731-100.0% | $6,927-100.0% | $3,739-100.0% |
| Admin fee / account holder | $159 | $86+85.0% | $10,705-98.5% | $102+55.1% |