| Provider | Service type | Compensation |
|---|---|---|
MEKETA INVESTMENT GROUP4 years Filed as: MEKETA INVESTMENT GROUP INC. Service code 27 · EIN 04-2659023 | Advisory (Plan) | $897,000 |
ARTISAN PARTNERS2 years Filed as: ARTISAN PARTNERS LMTD PARTNERSHIP Service code 28 · EIN 30-0551775 | Investment Management | $790,047 |
MIDIOR CONSULTING2 years Service code 16 · EIN 04-3340176 | Consulting | $750,458 |
Filed as: WASHINGTON CAPITAL MANAGEMENT Service code 28 · EIN 91-1042342 | Investment Management | $680,617 |
STATE STREET GLOBAL ADVISORS2 years Filed as: STATE STREET BANK & TRUST CO. Service code 19 · EIN 04-1867445 | Securities Custodian | $561,704 |
THE SEGAL COMPANY1 year Filed as: THE SEGAL COMPANY (EASTERN STATES) Service code 11 · EIN 13-1835864 | Actuarial | $489,956 |
Filed as: BNY MELLON INV MGMT CAYMAN LTD Service code 28 | Investment Management | $469,623 |
LOOMIS SAYLES4 years Filed as: LOOMIS SAYLES & COMPANY Service code 28 · EIN 04-3200030 | Investment Management | $411,301 |
VITECH SYSTEMS GROUP1 year Filed as: VITECH SYSTEMS GROUP INC. Service code 16 · EIN 13-3785492 | Consulting | $327,071 |
Filed as: ABERDEEN STANDARD INVESTMENTS INC. Service code 28 · EIN 51-0368279 | Investment Management | $315,654 |
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 | $894,319,009-100.0% | $362,723-100.0% | $894,319,009-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 37.9%-37.9pp | 0.0%0pp |
| Annual return | 15.00% | 24.48%-9.5pp | 10.56%+4.4pp | 24.48%-9.5pp |
| Employer contribution / active EE | $15,613 | $9,418+65.8% | $30,199-48.3% | $9,418+65.8% |
| Participant deferral / active EE | $0 | $501-100.0% | $33-100.0% | $501-100.0% |
| Admin fee / account holder | $0 | $2,968,729-100.0% | $2,168-100.0% | $2,968,729-100.0% |