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| Provider | Service type | Compensation |
|---|---|---|
MEKETA INVESTMENT GROUP4+ years Filed as: MEKETA Service code 27 · EIN 04-2659023 100 LOWDER BROK DR · WESTWOOD, MA 02090 | Advisory (Plan) | $62,000 |
TIC INTERNATIONAL CORPORATION4+ years Filed as: TIC INTL CORP Service code 13 · EIN 13-2600875 11590 N MERIDIAN ST 600 · CARMEL, IN 46032 | Contract Administrator | $33,580 |
REINHART BOERNER VAN DEUREN S.C.4+ years Service code 29 · EIN 39-1126909 1000 N. WATER ST STE 1700 · MILWAUKEE, WI 53202 | Legal | $19,240 |
IBEW LOCAL UNION 1502 years Service code 49 · EIN 36-1581422 31290 N US HIGHWAY 45 UNIT B · LIBERTYVILLE, IL 60048 | Other Services | $15,929 |
Service code 49 · EIN 36-2327771 6525 CENTURION DRIVE · LANSING, MI 48917 | Other Services | $12,084 |
CALIBRE CPA GROUP PLLC2 years Filed as: CALIBRE CPA GROUP, PLLC Service code 10 · EIN 47-0900880 230 WEST MONROE STREET, SUITE 310 · CHICAGO, IL 60606 | Accounting | $9,761 |
TRADE SOLUTIONS1 year Service code 49 | Other Services | $5,814 |
BANSLEY AND KIENER, LLP1 year Filed as: BANSLEY & KEINER Service code 29 | Legal | $5,425 |
Annual investment return is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $140,862 | $95,776+47.1% | $162,185-13.1% | $77,775+81.1% |
| Participation rate | 100.0% | 88.6%+11.4pp | 87.6%+12.4pp | 73.2%+26.8pp |
| Annual return | 6.41% | 37.03%-30.6pp | 115.61%-109.2pp | 32.58%-26.2pp |
| Employer contribution / active EE | $7,713 | $3,874+99.1% | $5,613+37.4% | $2,504+208.1% |
| Participant deferral / active EE | $0 | $6,125-100.0% | $7,297-100.0% | $3,966-100.0% |
| Admin fee / account holder | $149 | $88+69.5% | $10,844-98.6% | $100+48.5% |