Filed January 27, 2022 (most recent of 7 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
MEKETA INVESTMENT GROUP7 years Filed as: MEKETA FIDUCIARY MANAGEMENT, LLC Service code 28 100 LOWDER BROOK DR, SUITE 1100 · WESTWOOD, MA 020901150 | Investment Management | $243,929 |
THE BANK OF NEW YORK MELLON10+ years Filed as: BANK OF AMERICA Service code 21 · EIN 94-1687665 | Bank Trustee | $46,227 |
Filed as: STATE STREET GLOBAL ADVISORS CO. Service code 28 · EIN 04-3339578 | Investment Management | $6,036 |
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Employer contribution per participant is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $0 | $325,553-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 16.2%-16.2pp | 0.0%0pp |
| Annual return | 4.47% | 8.04%-3.6pp | 9.17%-4.7pp | 8.76%-4.3pp |
| Employer contribution / active EE | $6,107 | $10,583-42.3% | $40,523-84.9% | $16,664-63.4% |
| Participant deferral / active EE | $0 | $225-100.0% | $42-100.0% | $948-100.0% |
| Admin fee / account holder | $0 | $0 | $17,411-100.0% | - |