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| Provider | Service type | Compensation |
|---|---|---|
KOVITZ INVESTMENT GROUP6 years Service code 51 · EIN 91-2198169 | Investment Mgmt Fees | $107,346 |
REINHART BOERNER VAN DEUREN S.C.7+ years Service code 29 · EIN 39-1126909 | Legal | $76,498 |
MEKETA INVESTMENT GROUP6 years Filed as: MEKETA INVESTMENT GROUP, INC. Service code 27 · EIN 04-2659023 | Advisory (Plan) | $72,500 |
NORTHERN TRUST COMPANY7+ years Filed as: NORTHERN TRUST Service code 19 · EIN 36-1561860 | Securities Custodian | $71,376 |
Filed as: REINHART PARTNERS, INC. Service code 28 · EIN 39-1711628 | Investment Management | $70,859 |
Filed as: TIC INTERNATIONAL CORP Service code 14 · EIN 13-2600875 | Plan Administrator | $51,106 |
BENESYS, INC.4 years Filed as: UNITED ACTUARIAL SERVICES, INC Service code 11 · EIN 35-2156428 | Actuarial | $33,000 |
CALIBRE CPA GROUP PLLC5 years Filed as: CALIBRE CPA GROUP, PLLC Service code 10 · EIN 47-0900880 | Accounting | $23,639 |
AMALGAMATED BANK6 years Service code 28 · EIN 13-4920330 | Investment Management | $12,416 |
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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 | $164,233-100.0% | $788,447-100.0% | $164,233-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 21.4%-21.4pp | 0.0%0pp |
| Annual return | -10.21% | 38.53%-48.7pp | -3.21%-7.0pp | 2.78%-13.0pp |
| Employer contribution / active EE | $16,470 | $14,659+12.4% | $46,051-64.2% | $15,276+7.8% |
| Participant deferral / active EE | $0 | $326-100.0% | $31-100.0% | $691-100.0% |
| Admin fee / account holder | $0 | $1,015-100.0% | $46,258-100.0% | $1,015-100.0% |