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| Provider | Service type | Compensation |
|---|---|---|
AON CONSULTING2 years Filed as: AON HEWITT Service code 11 · EIN 36-2235791 | Actuarial | $277,964 |
GARDNER LEWIS3+ years Service code 28 · EIN 23-2778393 | Investment Management | $115,816 |
MEKETA INVESTMENT GROUP2 years Filed as: MEKETA INVESTMENT GROUP, INC. Service code 27 · EIN 04-2659023 | Advisory (Plan) | $72,500 |
KOVITZ INVESTMENT GROUP2 years Service code 28 · EIN 91-2198169 | Investment Management | $72,129 |
NORTHERN TRUST COMPANY3+ years Filed as: NORTHERN TRUST Service code 19 · EIN 36-1561860 | Securities Custodian | $68,508 |
Filed as: REINHART BOERNER VAN DEUREN S.C Service code 29 · EIN 39-1126909 | Legal | $56,684 |
Filed as: REINHART PARTNERS, INC. Service code 28 · EIN 39-1711628 | Investment Management | $48,928 |
Filed as: TIC INTERNATIONAL CORP Service code 14 · EIN 13-2600875 | Plan Administrator | $48,672 |
IBEW LOCAL UNION 1501 year Filed as: IBEW LOCAL 150 Service code 49 · EIN 36-1581422 | Other Services | $24,047 |
Filed as: SIERRA INVESTMENT PARTNERS, INC. Service code 28 · EIN 68-0370668 | Investment Management | $20,289 |
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Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $125,296-100.0% | $379,314-100.0% | $18,026,966-100.0% |
| Participation rate | 0.0% | 4.5%-4.5pp | 17.4%-17.4pp | 1.8%-1.8pp |
| Annual return | 7.41% | -1.12%+8.5pp | -2.18%+9.6pp | 0.19%+7.2pp |
| Employer contribution / active EE | $16,694 | $12,052+38.5% | $38,751-56.9% | $13,763+21.3% |
| Participant deferral / active EE | $0 | $86-100.0% | $151-100.0% | $804-100.0% |
| Admin fee / account holder | $0 | $0 | $4,180-100.0% | $426-100.0% |