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| Provider | Service type | Compensation |
|---|---|---|
Filed as: WELFARE & PENSION ADMINISTRATION Service code 10 · EIN 91-1363171 | Accounting | $1,024,665 |
MEKETA INVESTMENT GROUP9+ years Filed as: MAKETA INVESTMENT GROUP Service code 27 · EIN 04-2659023 | Advisory (Plan) | $532,212 |
Filed as: SIERRA INVESTMETN PARTNERS, INC. Service code 28 · EIN 90-6149946 | Investment Management | $379,361 |
EAGLE CAPITAL MANAGEMENT, LLC9+ years Filed as: EAGLE ASSET MANAGEMENT Service code 28 · EIN 38-1971448 | Investment Management | $375,790 |
LAZARD ASSET MANAGEMENT9+ years Service code 28 · EIN 05-0530199 | Investment Management | $242,209 |
WILLIAM BLAIR9+ years Service code 28 · EIN 27-6331814 | Investment Management | $219,946 |
CHIREON, INC.1 year Service code 11 · EIN 13-4215617 | Actuarial | $202,945 |
MICHIGAN LABORERS FBF JDC9+ years Service code 10 · EIN 34-2013845 | Accounting | $188,628 |
LOOMIS SAYLES9+ years Filed as: LOOMIS SAYLES & COMPANY Service code 28 · EIN 04-3200030 | Investment Management | $159,851 |
SEGALL BRYANT & HAMILL8 years Service code 28 · EIN 41-1788385 | Investment Management | $159,851 |
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Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $0 | $201,416-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 32.7%-32.7pp | 0.0%0pp |
| Annual return | 9.90% | 8.48%+1.4pp | 8.10%+1.8pp | 8.48%+1.4pp |
| Employer contribution / active EE | $8,032 | $9,949-19.3% | $28,649-72.0% | $9,949-19.3% |
| Participant deferral / active EE | $0 | $734-100.0% | $10-100.0% | $734-100.0% |
| Admin fee / account holder | $0 | $0 | $60,136-100.0% | - |