| Provider | Service type | Compensation |
|---|---|---|
MEKETA INVESTMENT GROUP2 years Filed as: MEKETA INVESTMENT GROUP INC Service code 27 · EIN 04-2659023 | Advisory (Plan) | $980,176 |
MIDIOR CONSULTING5 years Service code 16 · EIN 04-3340176 | Consulting | $834,229 |
ARTISAN PARTNERS5 years Filed as: ARTISAN PARTNERS LMTD PARTNERSHIP Service code 28 · EIN 30-0551775 | Investment Management | $816,018 |
THE SEGAL COMPANY1 year Filed as: THE SEGAL COMP (EASTERN STATES) INC Service code 11 · EIN 13-1835864 | Actuarial | $677,716 |
LOOMIS SAYLES7 years Filed as: LOOMIS SAYLES & COMPANY Service code 28 · EIN 04-3200030 | Investment Management | $670,824 |
Filed as: BNY MELLON INVESTMENT ADVISER INC Service code 28 · EIN 13-5673135 | Investment Management | $667,450 |
Filed as: WASHINGTON CAPITAL MANAGEMENT INC Service code 28 · EIN 91-1042342 | Investment Management | $656,131 |
SCHULTHEIS & PANETTIERI, LLP5 years Filed as: SCHULTHEIS & PANETTIERI LLP Service code 10 · EIN 13-1577780 | Accounting | $624,621 |
Filed as: ABRDN INC Service code 28 · EIN 51-0368279 | Investment Management | $488,308 |
Filed as: HARDMAN JOHNSTON GLOBAL ADVISORS LL Service code 28 · EIN 13-3257590 | Investment Management | $389,905 |
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 | $1,469,698-100.0% | $164,721-100.0% | $1,469,698-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 21.0%-21.0pp | 0.0%0pp |
| Annual return | -8.14% | -5.36%-2.8pp | -5.85%-2.3pp | 7.68%-15.8pp |
| Employer contribution / active EE | $15,862 | $12,163+30.4% | $31,839-50.2% | $9,142+73.5% |
| Participant deferral / active EE | $0 | $1-100.0% | $2-100.0% | $462-100.0% |
| Admin fee / account holder | $0 | $19,323-100.0% | $1,000-100.0% | $19,323-100.0% |