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| Provider | Service type | Compensation |
|---|---|---|
TIC INTERNATIONAL CORPORATION4+ years Service code 10 · EIN 13-2600875 | Accounting | $166,019 |
MEKETA INVESTMENT GROUP4+ years Filed as: MAKETA INVESTMENT GROUP Service code 27 · EIN 41-1762771 | Advisory (Plan) | $88,874 |
SEGALL BRYANT & HAMILL3 years Service code 28 · EIN 39-1711628 | Investment Management | $44,585 |
REINHART BOERNER VAN DEUREN S.C.4+ years Filed as: REINHART PARTNERS, INC. Service code 28 · EIN 39-1711628 | Investment Management | $44,055 |
LEGGHIO & ISRAEL, P.C.4+ years Service code 29 · EIN 39-8197448 | Legal | $35,450 |
WILLIAM BLAIR3 years Filed as: WILLIAM BLAIR FUNDS Service code 28 150 NORTH RIVERSIDE PLAZA · CHICAGO, IL 60606 | Investment Management | $19,218 |
Service code 10 · EIN 38-2284921 | Accounting | $17,700 |
TRADE SOLUTIONS1 year Filed as: TRADE SOLUTIONS LLC Service code 36 5060 RIDGE TRIAL SOUTH · CLARKSTON, MI 48348 | Direct payment from the plan; Copying... | $8,763 |
STATE STREET GLOBAL ADVISORS4+ years Service code 28 · EIN 04-0225081 | Investment Management | $7,521 |
Service code 28 1735 MARKET STREET 32FLR · PHILADELPHIA, PA 19103 | Investment Management | $5,901 |
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 | $3,100 | $49,105-93.7% | $92,909-96.7% | $89,609-96.5% |
| Participation rate | 100.0% | 79.0%+21.0pp | 76.0%+24.0pp | 69.6%+30.4pp |
| Annual return | 5.84% | 32.35%-26.5pp | 109.44%-103.6pp | 34.56%-28.7pp |
| Employer contribution / active EE | $244 | $3,373-92.8% | $3,653-93.3% | $2,584-90.6% |
| Participant deferral / active EE | $0 | $2,531-100.0% | $4,238-100.0% | $4,220-100.0% |
| Admin fee / account holder | $19 | $93-79.0% | $5,795-99.7% | $72-72.9% |