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| Provider | Service type | Compensation |
|---|---|---|
MEKETA INVESTMENT GROUP5+ years Filed as: MEKETA Service code 27 · EIN 04-2659023 100 LOWDER BROK DR · WESTWOOD, MA 02090 | Advisory (Plan) | $62,000 |
TIC INTERNATIONAL CORPORATION5+ years Filed as: TIC INTL CORP Service code 13 · EIN 13-2600875 11590 N MERIDIAN ST 600 · CARMEL, IN 46032 | Contract Administrator | $35,364 |
REINHART BOERNER VAN DEUREN S.C.5+ years Service code 29 · EIN 39-1126909 1000 N. WATER ST STE 1700 · MILWAUKEE, WI 53202 | Legal | $27,962 |
IBEW LOCAL UNION 1503 years Service code 49 · EIN 36-1581422 31290 N US HIGHWAY 45 UNIT B · LIBERTYVILLE, IL 60048 | Other Services | $16,094 |
CALIBRE CPA GROUP PLLC3 years Filed as: CALIBRE CPA GROUP, PLLC Service code 10 · EIN 47-0900880 230 WEST MONROE STREET, SUITE 310 · CHICAGO, IL 60606 | Accounting | $10,040 |
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 | $142,965 | $110,699+29.1% | $177,839-19.6% | $90,274+58.4% |
| Participation rate | 100.0% | 88.3%+11.7pp | 87.7%+12.3pp | 73.4%+26.6pp |
| Annual return | 2.27% | 22.79%-20.5pp | 48.33%-46.1pp | 53.97%-51.7pp |
| Employer contribution / active EE | $7,117 | $4,118+72.8% | $5,919+20.2% | $2,523+182.0% |
| Participant deferral / active EE | $0 | $6,731-100.0% | $7,714-100.0% | $4,231-100.0% |
| Admin fee / account holder | $143 | $90+58.9% | $12,432-98.8% | $114+25.4% |