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| Provider | Service type | Compensation |
|---|---|---|
MEKETA INVESTMENT GROUP6+ years Filed as: MEKETA Service code 27 · EIN 04-2659023 100 LOWDER BROK DR · WESTWOOD, MA 02090 | Advisory (Plan) | $62,000 |
TIC INTERNATIONAL CORPORATION6+ years Filed as: TIC INTL CORP Service code 13 · EIN 13-2600875 11590 N MERIDIAN ST 600 · CARMEL, IN 46032 | Contract Administrator | $33,714 |
REINHART BOERNER VAN DEUREN S.C.6+ years Service code 29 · EIN 39-1126909 1000 N. WATER ST STE 1700 · MILWAUKEE, WI 53202 | Legal | $29,912 |
IBEW LOCAL UNION 1504 years Service code 49 · EIN 36-1581422 31290 N US HIGHWAY 45 UNIT B · LIBERTYVILLE, IL 60048 | Other Services | $16,776 |
CALIBRE CPA GROUP PLLC4 years Filed as: CALIBRE CPA GROUP, PLLC Service code 10 · EIN 47-0900880 230 WEST MONROE STREET, SUITE 310 · CHICAGO, IL 60606 | Accounting | $13,077 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $189,141 | $118,337+59.8% | $189,534-0.2% | $93,010+103.4% |
| Participation rate | 100.0% | 89.1%+10.9pp | 87.8%+12.2pp | 73.9%+26.1pp |
| Annual return | 31.90% | 21.77%+10.1pp | 555.39%-523.5pp | 158.70%-126.8pp |
| Employer contribution / active EE | $7,242 | $4,204+72.3% | $6,162+17.5% | $2,705+167.7% |
| Participant deferral / active EE | $0 | $7,123-100.0% | $8,220-100.0% | $4,561-100.0% |
| Admin fee / account holder | $144 | $100+44.2% | $12,049-98.8% | $152-5.3% |