Filed January 27, 2022 (most recent of 7 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
MEKETA INVESTMENT GROUP2 years Filed as: MEKETA FIDUCIARY MANAGEMENT, LLC Service code 28 100 LOWDER BROOK DR, SUITE 1100 · WESTWOOD, MA 020901150 | Investment Management | $215,107 |
THE BANK OF NEW YORK MELLON5+ years Filed as: BANK OF AMERICA Service code 21 · EIN 94-1687665 | Bank Trustee | $35,079 |
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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| 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 | 13.66% | 33.70%-20.0pp | 14.64%-1.0pp | 53.27%-39.6pp |
| Employer contribution / active EE | $0 | $14,473-100.0% | $41,831-100.0% | $14,774-100.0% |
| 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% |