| Provider | Service type | Compensation |
|---|---|---|
MEKETA INVESTMENT GROUP8 years Filed as: MEKETA INVESTMENT GROUP INC. Service code 27 · EIN 04-2659023 | Advisory (Plan) | $1,009,581 |
VITECH SYSTEMS GROUP2 years Filed as: VITECH SYSTEMS SUB LLC Service code 16 · EIN 13-3785492 | Consulting | $945,629 |
ARTISAN PARTNERS6 years Filed as: ARTISAN PARTNERS LMTD PARTNERSHIP Service code 28 · EIN 30-0551775 | Investment Management | $892,767 |
SCHULTHEIS & PANETTIERI, LLP6 years Filed as: SCHULTHEIS & PANETTIERI LLP Service code 10 · EIN 13-1577780 | Accounting | $783,634 |
LOOMIS SAYLES8 years Filed as: LOOMIS SAYLES & COMPANY Service code 28 · EIN 04-3200030 | Investment Management | $782,722 |
Filed as: BNY MELLON INVESTMENT ADVISER INC. Service code 28 · EIN 13-5673135 | Investment Management | $759,334 |
THE SEGAL COMPANY5 years Filed as: THE SEGAL COMPANY (EASTERN STATES) Service code 11 · EIN 13-1835864 | Actuarial | $671,133 |
Filed as: WASHINGTON CAPITAL MANAGEMENT INC Service code 28 · EIN 91-1042342 | Investment Management | $628,660 |
Filed as: HARDMAN JOHNSTON GLOBAL ADVISORS LL Service code 28 · EIN 13-3257590 | Investment Management | $446,588 |
LSV ASSET MANAGEMENT3 years Service code 28 · EIN 23-2772200 | Investment Management | $361,715 |
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 | $473,625-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 37.3%-37.3pp | 0.0%0pp |
| Annual return | 6.34% | 7.10%-0.8pp | 20.18%-13.8pp | 13.18%-6.8pp |
| Employer contribution / active EE | $16,473 | $12,760+29.1% | $29,108-43.4% | $8,469+94.5% |
| Participant deferral / active EE | $0 | $1-100.0% | $6-100.0% | $322-100.0% |
| Admin fee / account holder | $0 | $0 | $2,262-100.0% | - |