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| Provider | Service type | Compensation |
|---|---|---|
MEKETA INVESTMENT GROUP7 years Filed as: MEKETA INVESTMENT GROUP, INC. Service code 27 · EIN 04-2659023 | Advisory (Plan) | $72,500 |
NORTHERN TRUST COMPANY8+ years Filed as: NORTHERN TRUST Service code 19 · EIN 36-1561860 | Securities Custodian | $69,153 |
Filed as: REINHART PARTNERS, INC. Service code 28 · EIN 39-1711628 | Investment Management | $67,996 |
KOVITZ INVESTMENT GROUP7 years Service code 51 · EIN 91-2198169 | Investment Mgmt Fees | $66,140 |
BENESYS, INC.5 years Filed as: UNITED ACTUARIAL SERVICES, INC Service code 11 · EIN 35-2156428 | Actuarial | $63,288 |
Filed as: TIC INTERNATIONAL CORP Service code 14 · EIN 13-2600875 | Plan Administrator | $51,106 |
REINHART BOERNER VAN DEUREN S.C.8+ years Service code 29 · EIN 39-1126909 | Legal | $50,765 |
CALIBRE CPA GROUP PLLC6 years Filed as: CALIBRE CPA GROUP, PLLC Service code 10 · EIN 47-0900880 | Accounting | $25,588 |
AMALGAMATED BANK7 years Service code 28 · EIN 13-4920330 | Investment Management | $15,509 |
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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 | $3,299,877-100.0% | $422,209-100.0% | $3,299,877-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 23.3%-23.3pp | 2.3%-2.3pp |
| Annual return | 9.01% | 11.26%-2.3pp | 12.68%-3.7pp | 37.77%-28.8pp |
| Employer contribution / active EE | $18,936 | $10,658+77.7% | $41,626-54.5% | $15,798+19.9% |
| Participant deferral / active EE | $0 | $604-100.0% | $96-100.0% | $732-100.0% |
| Admin fee / account holder | $0 | $9,287-100.0% | $10,609-100.0% | $9,287-100.0% |