| Provider | Service type | Compensation |
|---|---|---|
ARTISAN PARTNERS4 years Filed as: ARTISAN PARTNERS LMTD PARTNERSHIP Service code 28 · EIN 30-0551775 | Investment Management | $1,111,662 |
MEKETA INVESTMENT GROUP1 year Filed as: MEKETA INVESTMENT GROUP INC Service code 27 · EIN 04-2659023 | Advisory (Plan) | $951,627 |
VITECH SYSTEMS GROUP1 year Filed as: VITECH SYSTEMS GROUP INC Service code 16 · EIN 13-3785492 | Consulting | $911,247 |
THE BANK OF NEW YORK MELLON3 years Filed as: BNY MELLON INV MGMT CAYMAN LTD Service code 28 | Investment Management | $737,132 |
SCHULTHEIS & PANETTIERI, LLP4 years Filed as: SCHULTHEIS & PANETTIERI LLP Service code 10 · EIN 13-1577780 | Accounting | $703,319 |
LOOMIS SAYLES6 years Filed as: LOOMIS SAYLES & COMPANY Service code 28 · EIN 04-3200030 | Investment Management | $685,447 |
Filed as: ABRDN INC Service code 28 · EIN 51-0368279 | Investment Management | $653,386 |
Filed as: WASHINGTON CAPITAL MANAGEMENT INC Service code 28 · EIN 91-1042342 | Investment Management | $641,855 |
THE SEGAL COMPANY3 years Filed as: THE SEGAL COMPANY (EASTERN STATES) Service code 11 · EIN 13-1835864 | Actuarial | $614,431 |
PRISA III1 year Service code 28 751 BROAD STREET · NEWARK, NJ 07102 | Investment Management | $533,439 |
Annual investment return 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 | $201,582-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 23.6%-23.6pp | 0.0%0pp |
| Annual return | 5.23% | 13.51%-8.3pp | 11.08%-5.8pp | 13.51%-8.3pp |
| Employer contribution / active EE | $14,777 | $8,170+80.9% | $28,418-48.0% | $8,170+80.9% |
| Participant deferral / active EE | $0 | $488-100.0% | $86-100.0% | $488-100.0% |
| Admin fee / account holder | $0 | $0 | $6,559-100.0% | - |