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| Provider | Service type | Compensation |
|---|---|---|
KOVITZ INVESTMENT GROUP5 years Service code 51 · EIN 91-2198169 | Investment Mgmt Fees | $90,827 |
MEKETA INVESTMENT GROUP5 years Filed as: MEKETA INVESTMENT GROUP, INC. Service code 27 · EIN 04-2659023 | Advisory (Plan) | $72,500 |
NORTHERN TRUST COMPANY6+ years Filed as: NORTHERN TRUST Service code 19 · EIN 36-1561860 | Securities Custodian | $69,848 |
REINHART BOERNER VAN DEUREN S.C.6+ years Service code 29 · EIN 39-1126909 | Legal | $66,262 |
Filed as: REINHART PARTNERS, INC. Service code 28 · EIN 39-1711628 | Investment Management | $60,124 |
Filed as: TIC INTERNATIONAL CORP Service code 14 · EIN 13-2600875 | Plan Administrator | $49,483 |
CALIBRE CPA GROUP PLLC4 years Filed as: CALIBRE CPA GROUP, PLLC Service code 10 · EIN 47-0900880 | Accounting | $21,865 |
AMALGAMATED BANK5 years Service code 28 · EIN 13-4920330 | Investment Management | $10,804 |
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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 | $2,098,847-100.0% | $454,052-100.0% | $1,472,696-100.0% |
| Participation rate | 0.0% | 4.8%-4.8pp | 18.4%-18.4pp | 0.7%-0.7pp |
| Annual return | 32.03% | 11.84%+20.2pp | 8.95%+23.1pp | 13.24%+18.8pp |
| Employer contribution / active EE | $14,334 | $12,426+15.4% | $46,559-69.2% | $14,616-1.9% |
| Participant deferral / active EE | $0 | $614-100.0% | $131-100.0% | $830-100.0% |
| Admin fee / account holder | $0 | $3,320-100.0% | $19,831-100.0% | $4,137-100.0% |