| Provider | Service type | Compensation |
|---|---|---|
VITECH SYSTEMS GROUP3+ years Filed as: VITECH SYSTEMS GROUP, INC. Service code 49 · EIN 13-3785492 | Other Services | $1,028,169 |
MEKETA INVESTMENT GROUP2 years Filed as: MEKETA INVESTMENT GROUP INC. Service code 27 · EIN 04-2659023 | Advisory (Plan) | $750,967 |
ABERDEEN ASSET MANAGEMENT, INC.3+ years Filed as: ABERDEEN ASSET MANAGEMENT INC. Service code 28 · EIN 51-0368279 | Investment Management | $517,958 |
WALTER SCOTT & PARTNERS LIMITED3+ years Filed as: WALTER SCOTT Service code 28 · EIN 98-0465834 | Investment Management | $453,031 |
MIDIOR CONSULTING3+ years Filed as: MIDIOR CONSULTING, INC. Service code 16 · EIN 04-3340176 | Consulting | $427,492 |
ARTISAN PARTNERS3+ years Filed as: ARTISAN GLOBAL VALUE FUND Service code 28 · EIN 39-0551775 | Investment Management | $398,399 |
STATE STREET GLOBAL ADVISORS3+ years Filed as: STATE STREET BANK & TRUST COMPANY Service code 19 · EIN 04-1867445 | Securities Custodian | $395,076 |
Service code 28 · EIN 91-1042342 | Investment Management | $392,634 |
ARTISAN PARTNERS3+ years Filed as: ARTISAN PARTNERS L.P. Service code 28 · EIN 39-1807188 | Investment Management | $285,569 |
MORGAN STANLEY SMITH BARNEY3+ years Filed as: JP MORGAN ASSET MANAGEMENT Service code 24 · EIN 13-4994650 | Discretionary Trustee | $253,122 |
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 | $32,974-100.0% | $53,889-100.0% | $32,974-100.0% |
| Participation rate | 0.0% | 94.9%-94.9pp | 100.0%-100.0pp | 94.9%-94.9pp |
| Annual return | 11.16% | 8.06%+3.1pp | 11.50%-0.3pp | 8.06%+3.1pp |
| Employer contribution / active EE | $15,377 | $5,735+168.1% | $8,788+75.0% | $5,735+168.1% |
| Participant deferral / active EE | $0 | $1,590-100.0% | $2,328-100.0% | $1,590-100.0% |
| Admin fee / account holder | $0 | $4-100.0% | $2,315-100.0% | $4-100.0% |