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| Provider | Service type | Compensation |
|---|---|---|
WILSON-MCSHANE CORPORATION9+ years Service code 13 · EIN 41-0956552 | Contract Administrator | $255,749 |
MEKETA INVESTMENT GROUP9+ years Filed as: MEKETA INVESTMENT GROUP, INC. Service code 27 · EIN 04-2659023 | Advisory (Plan) | $254,583 |
WELLINGTON TRUST COMPANY4 years Service code 19 · EIN 04-2755549 | Securities Custodian | $221,122 |
THE BANK OF NEW YORK MELLON5 years Filed as: BNY MELLON INVESTMENT MANAGEMENT CA Service code 28 | Investment Management | $170,291 |
ASB CAPITAL MANAGEMENT5 years Service code 28 · EIN 80-0618452 | Investment Management | $169,106 |
OAKLEY CAPITAL1 year Service code 28 | Investment Management | $150,691 |
THE SEGAL COMPANY9+ years Service code 11 · EIN 13-1975125 | Actuarial | $93,661 |
US BANK5 years Service code 19 · EIN 31-0841368 | Securities Custodian | $85,733 |
CLIFTONLARSONALLEN LLP9+ years Service code 10 · EIN 41-0746749 | Accounting | $78,482 |
WHITESTAR ADVISORS, LLC7 years Service code 28 · EIN 03-0496641 | Investment Management | $70,187 |
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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 | $0 | $13,363-100.0% | $473,625-100.0% | $13,363-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 37.3%-37.3pp | 2.2%-2.2pp |
| Annual return | 8.60% | 7.95%+0.7pp | 20.18%-11.6pp | 9.11%-0.5pp |
| Employer contribution / active EE | $15,738 | $14,684+7.2% | $29,108-45.9% | $12,231+28.7% |
| Participant deferral / active EE | $0 | $520-100.0% | $6-100.0% | $1,272-100.0% |
| Admin fee / account holder | $0 | $125-100.0% | $2,262-100.0% | $125-100.0% |