Filed January 27, 2022 (most recent of 7 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
MEKETA INVESTMENT GROUP3 years Filed as: MEKETA FIDUCIARY MANAGEMENT, LLC Service code 28 100 LOWDER BROOK DR, SUITE 1100 · WESTWOOD, MA 020901150 | Investment Management | $254,179 |
THE BANK OF NEW YORK MELLON6+ years Filed as: BANK OF AMERICA Service code 21 · EIN 94-1687665 | Bank Trustee | $41,653 |
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Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
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 | $1,863,299-100.0% | $373,805-100.0% | $2,822,362-100.0% |
| Participation rate | 0.0% | 5.0%-5.0pp | 19.3%-19.3pp | 0.6%-0.6pp |
| Annual return | 10.29% | 9.58%+0.7pp | 9.52%+0.8pp | 11.45%-1.2pp |
| Employer contribution / active EE | $10,191 | $21,155-51.8% | $41,951-75.7% | $17,219-40.8% |
| Participant deferral / active EE | $0 | $125-100.0% | $18-100.0% | $357-100.0% |
| Admin fee / account holder | $0 | $4,319-100.0% | $1,512-100.0% | $15,480-100.0% |