| Provider | Service type | Compensation |
|---|---|---|
VITECH SYSTEMS GROUP4+ years Filed as: VITECH SYSTEMS GROUP, INC. Service code 16 · EIN 13-3785492 | Consulting | $1,184,811 |
MEKETA INVESTMENT GROUP4+ years Service code 27 · EIN 04-2659023 | Advisory (Plan) | $1,121,588 |
ARTISAN PARTNERS1 year Filed as: ARTISAN PARTNERS LMTD PARTNERSHIP Service code 28 · EIN 30-0551775 | Investment Management | $780,498 |
MIDIOR CONSULTING1 year Service code 16 · EIN 04-3340176 | Consulting | $746,700 |
THE SEGAL COMPANY4+ years Service code 11 · EIN 13-1835864 | Actuarial | $536,353 |
Filed as: STATE STREET BANK & TRUST CO. Service code 19 · EIN 04-1867445 | Securities Custodian | $525,184 |
Filed as: WASHINGTON CAPITAL MANAGEMENT Service code 28 · EIN 91-1042342 | Investment Management | $514,741 |
ABERDEEN ASSET MANAGEMENT, INC.4+ years Filed as: ABERDEEN ASSET MANAGEMENT INC. Service code 28 · EIN 51-0368279 | Investment Management | $472,488 |
WALTER SCOTT & PARTNERS LIMITED4+ years Filed as: WALTER SCOTT Service code 28 · EIN 98-0465834 | Investment Management | $431,938 |
LOOMIS SAYLES3 years Filed as: LOOMIS SAYLES & COMPANY Service code 28 · EIN 04-3200030 | Investment Management | $408,611 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $0 | $63,107-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 71.4%-71.4pp | - |
| Annual return | 32.55% | 21.66%+10.9pp | 2.72%+29.8pp | 21.66%+10.9pp |
| Employer contribution / active EE | $14,532 | $18,139-19.9% | $10,601+37.1% | $18,139-19.9% |
| Participant deferral / active EE | $0 | $0 | $2,250-100.0% | - |
| Admin fee / account holder | $0 | $0 | $27-100.0% | - |