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| Provider | Service type | Compensation |
|---|---|---|
MEBA MEDICAL AND BENEFITS PLAN1+ years Service code 15 · EIN 13-5590515 | Recordkeeping | $276,053 |
NEPC, LLC1+ years Filed as: NEPC LLC Service code 27 · EIN 26-1429809 | Advisory (Plan) | $71,565 |
SLEVIN & HART, P.C.1+ years Service code 29 · EIN 52-1708613 | Legal | $71,084 |
RIDGEWORTH1+ years Filed as: MONTAG & CALDWELL LLC Service code 28 · EIN 26-3165863 | Investment Management | $42,899 |
MORGAN STANLEY SMITH BARNEY1+ years Filed as: MORGAN LEWIS & BOCKIUS LLP Service code 29 · EIN 23-0891050 | Legal | $42,837 |
RIDGEWORTH1+ years Filed as: SEIX INVESTMENT ADVISORS LLC Service code 28 | Investment Management | $39,343 |
STATE STREET GLOBAL ADVISORS1+ years Filed as: STATE STREET BANK & TRUST COMPANY Service code 19 · EIN 04-1867445 | Securities Custodian | $37,836 |
LAZARD ASSET MANAGEMENT1+ years Filed as: LAZARD ASSET MANAGEMENT, LLC Service code 28 · EIN 13-0530199 | Investment Management | $18,095 |
THE SEGAL COMPANY1+ years Filed as: BUCHBINDER TUNICK & COMPANY LLP Service code 10 · EIN 13-1578842 | Accounting | $12,979 |
BASYS1+ years Filed as: BASYS INC Service code 49 · EIN 52-1796473 | Other Services | $12,506 |
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $57,323 | $54,281+5.6% | $60,547-5.3% | $59,188-3.2% |
| Participation rate | 92.4% | 66.8%+25.6pp | 68.0%+24.4pp | 69.4%+22.9pp |
| Annual return | -0.67% | 1.74%-2.4pp | 335.64%-336.3pp | 5.51%-6.2pp |
| Employer contribution / active EE | $3,176 | $2,031+56.3% | $2,419+31.3% | $2,098+51.4% |
| Participant deferral / active EE | $0 | $2,789-100.0% | $3,328-100.0% | $3,265-100.0% |
| Admin fee / account holder | $236 | $64+265.3% | $4,536-94.8% | $92+155.5% |