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| Provider | Service type | Compensation |
|---|---|---|
MEKETA INVESTMENT GROUP2 years Filed as: MEKETA INVESTMENT GROUP INC Service code 27 · EIN 04-2659023 | Advisory (Plan) | $21,500 |
BENESYS, INC.1 year Filed as: BENESYS Service code 13 · EIN 38-6058023 | Contract Administrator | $19,428 |
COMERICA BANK1 year Service code 28 · EIN 38-0477375 | Investment Management | $16,998 |
Filed as: NOVARA, TESIJA & CATENACCI Service code 29 · EIN 38-3507129 | Legal | $13,817 |
Service code 10 · EIN 38-2574238 | Accounting | $8,450 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return 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 | $26,588 | $56,443-52.9% | $83,831-68.3% | $55,725-52.3% |
| Participation rate | 100.0% | 72.0%+28.0pp | 76.1%+23.9pp | 70.9%+29.1pp |
| Annual return | -13.01% | 393.67%-406.7pp | 850.99%-864.0pp | 244.93%-257.9pp |
| Employer contribution / active EE | $1,321 | $2,682-50.7% | $3,631-63.6% | $2,078-36.4% |
| Participant deferral / active EE | $123 | $2,965-95.8% | $4,082-97.0% | $3,356-96.3% |
| Admin fee / account holder | $112 | $156-28.1% | $5,479-97.9% | $115-2.4% |