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| Provider | Service type | Compensation |
|---|---|---|
GARDNER LEWIS4+ years Service code 28 · EIN 23-2778393 | Investment Management | $102,105 |
AON CONSULTING3 years Filed as: AON HEWITT Service code 11 · EIN 36-2235791 | Actuarial | $98,310 |
MEKETA INVESTMENT GROUP3 years Filed as: MEKETA INVESTMENT GROUP, INC. Service code 27 · EIN 04-2659023 | Advisory (Plan) | $72,500 |
NORTHERN TRUST COMPANY4+ years Filed as: NORTHERN TRUST Service code 19 · EIN 36-1561860 | Securities Custodian | $69,349 |
REINHART BOERNER VAN DEUREN S.C.4+ years Service code 29 · EIN 39-1126909 | Legal | $68,408 |
KOVITZ INVESTMENT GROUP3 years Service code 28 · EIN 91-2198169 | Investment Management | $60,393 |
Filed as: TIC INTERNATIONAL CORP Service code 14 · EIN 13-2600875 | Plan Administrator | $48,672 |
Filed as: REINHART PARTNERS, INC. Service code 28 · EIN 39-1711628 | Investment Management | $47,089 |
BENESYS, INC.1 year Filed as: UNITED ACTUARIAL SERVICES, INC Service code 11 · EIN 35-2156428 | Actuarial | $35,216 |
IBEW LOCAL UNION 1501 year Filed as: IBEW LOCAL NO. 150 Service code 49 · EIN 36-1581422 | Other Services | $25,266 |
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Annual investment return is in the bottom quintile of the peer cohort.
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 | $142,732-100.0% | $568,132-100.0% | $3,370,408-100.0% |
| Participation rate | 0.0% | 4.2%-4.2pp | 21.0%-21.0pp | 1.2%-1.2pp |
| Annual return | 2.67% | 33.70%-31.0pp | 14.64%-12.0pp | 53.27%-50.6pp |
| Employer contribution / active EE | $12,129 | $14,473-16.2% | $41,831-71.0% | $14,774-17.9% |
| Participant deferral / active EE | $0 | $145-100.0% | $200-100.0% | $1,259-100.0% |
| Admin fee / account holder | $0 | $0 | $36,942-100.0% | $13,289-100.0% |