| Provider | Service type | Compensation |
|---|---|---|
VITECH SYSTEMS GROUP2+ years Filed as: VITECH SYSTEMS GROUP, INC. Service code 49 · EIN 13-3785492 | Other Services | $688,498 |
MEKETA INVESTMENT GROUP1 year Filed as: MEKETA INVESTMENT GROUP INC. Service code 27 · EIN 04-2659023 | Advisory (Plan) | $657,327 |
MIDIOR CONSULTING2+ years Filed as: MIDIOR CONSULTING, INC. Service code 16 · EIN 04-3340176 | Consulting | $581,802 |
GREAT POINT INVESTORS LLC2+ years Service code 28 · EIN 04-3406410 | Investment Management | $553,295 |
ABERDEEN ASSET MANAGEMENT, INC.2+ years Filed as: ABERDEEN ASSET MANAGEMENT INC. Service code 28 · EIN 51-0368279 | Investment Management | $437,309 |
WALTER SCOTT & PARTNERS LIMITED2+ years Filed as: WALTER SCOTT Service code 28 · EIN 98-0465834 | Investment Management | $405,424 |
STATE STREET GLOBAL ADVISORS2+ years Filed as: STATE STREET BANK & TRUST COMPANY Service code 19 · EIN 04-1867445 | Securities Custodian | $363,150 |
ARTISAN PARTNERS2+ years Filed as: ARTISAN GLOBAL VALUE FUND Service code 28 · EIN 39-0551775 | Investment Management | $337,879 |
ARTISAN PARTNERS2+ years Filed as: ARTISAN PARTNERS L.P. Service code 28 · EIN 39-1807188 | Investment Management | $250,329 |
MORGAN STANLEY SMITH BARNEY2+ years Filed as: JP MORGAN ASSET MANAGEMENT Service code 24 · EIN 13-4994650 | Discretionary Trustee | $239,368 |
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 | $19,146-100.0% | $55,343-100.0% | $19,146-100.0% |
| Participation rate | 0.0% | 90.6%-90.6pp | 100.0%-100.0pp | 90.6%-90.6pp |
| Annual return | 8.96% | 8.17%+0.8pp | 4.25%+4.7pp | 8.17%+0.8pp |
| Employer contribution / active EE | $15,109 | $11,868+27.3% | $8,602+75.6% | $11,868+27.3% |
| Participant deferral / active EE | $0 | $0 | $0 | - |
| Admin fee / account holder | $0 | $0 | $2,465-100.0% | $0 |