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| Provider | Service type | Compensation |
|---|---|---|
TIC INTERNATIONAL CORPORATION3+ years Service code 10 · EIN 13-2600875 | Accounting | $164,933 |
MEKETA INVESTMENT GROUP3+ years Filed as: MAKETA INVESTMENT GROUP Service code 27 · EIN 41-1762771 | Advisory (Plan) | $88,009 |
SEGALL BRYANT & HAMILL2 years Service code 28 · EIN 39-1711628 | Investment Management | $43,953 |
REINHART BOERNER VAN DEUREN S.C.3+ years Filed as: REINHART PARTNERS, INC. Service code 28 · EIN 39-1711628 | Investment Management | $41,890 |
LEGGHIO & ISRAEL, P.C.3+ years Service code 29 · EIN 39-8197448 | Legal | $32,835 |
WILLIAM BLAIR2 years Filed as: WILLIAM BLAIR FUNDS Service code 28 150 NORTH RIVERSIDE PLAZA · CHICAGO, IL 60606 | Investment Management | $18,608 |
Service code 10 · EIN 38-2284921 | Accounting | $17,200 |
Service code 28 1735 MARKET STREET, 32FLR · PHILADELPHIA, PA 19103 | Investment Management | $12,531 |
STATE STREET GLOBAL ADVISORS3+ years Service code 28 · EIN 04-0225081 | Investment Management | $9,098 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $2,886 | $49,973-94.2% | $83,831-96.6% | $73,367-96.1% |
| Participation rate | 100.0% | 77.8%+22.2pp | 76.1%+23.9pp | 69.5%+30.5pp |
| Annual return | 3.73% | 0.83%+2.9pp | 850.99%-847.3pp | 173.45%-169.7pp |
| Employer contribution / active EE | $173 | $3,293-94.7% | $3,631-95.2% | $2,499-93.1% |
| Participant deferral / active EE | $0 | $2,341-100.0% | $4,082-100.0% | $4,033-100.0% |
| Admin fee / account holder | $19 | $95-80.5% | $5,479-99.7% | $68-72.8% |