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| Provider | Service type | Compensation |
|---|---|---|
MEKETA INVESTMENT GROUP9+ years Filed as: MEKETA Service code 27 · EIN 04-2659023 100 LOWDER BROK DR · WESTWOOD, MA 02090 | Advisory (Plan) | $46,500 |
REINHART BOERNER VAN DEUREN S.C.9+ years Service code 29 · EIN 39-1126909 1000 N. WATER ST STE 1700 · MILWAUKEE, WI 53202 | Legal | $43,655 |
TIC INTERNATIONAL CORPORATION9+ years Filed as: TIC INTL CORP Service code 13 · EIN 13-2600875 11590 N MERIDIAN ST 600 · CARMEL, IN 46032 | Contract Administrator | $36,945 |
IBEW LOCAL UNION 1507 years Service code 49 · EIN 36-1581422 31290 N US HIGHWAY 45 UNIT B · LIBERTYVILLE, IL 60048 | Other Services | $18,759 |
CALIBRE CPA GROUP PLLC7 years Filed as: CALIBRE CPA GROUP, PLLC Service code 10 · EIN 47-0900880 230 WEST MONROE STREET, SUITE 310 · CHICAGO, IL 60606 | Accounting | $18,587 |
Service code 27 · EIN 36-4268991 | Advisory (Plan) | $12,500 |
Filed as: JOHN HANCOCK RETIREMENT SERVICES Service code 19 601 CONGRESS STREET · BOSTON, MA 02210 | Securities Custodian | $10,297 |
TRADE SOLUTIONS6 years Service code 49 PO BOX 1318 · CLARKSTON, MI 48347 | Other Services | $7,437 |
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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $204,214 | $122,585+66.6% | $184,256+10.8% | $200,096+2.1% |
| Participation rate | 100.0% | 86.9%+13.1pp | 86.8%+13.2pp | 72.0%+28.0pp |
| Annual return | 13.63% | 144.12%-130.5pp | 28.85%-15.2pp | 34.26%-20.6pp |
| Employer contribution / active EE | $9,122 | $4,571+99.6% | $6,427+41.9% | $3,038+200.3% |
| Participant deferral / active EE | $0 | $7,972-100.0% | $9,133-100.0% | $5,090-100.0% |
| Admin fee / account holder | $168 | $120+39.4% | $13,899-98.8% | $269-37.8% |