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| Provider | Service type | Compensation |
|---|---|---|
MILLER KAPLAN ARASE LLP2+ years Service code 10 · EIN 95-2036255 | Accounting | $30,122 |
MEKETA INVESTMENT GROUP2+ years Filed as: MEKETA INVESTMENT GROUP, INC. Service code 27 · EIN 04-2659023 | Advisory (Plan) | $19,414 |
HORIZON ACTUARIAL SERVICES, LLC2+ years Service code 11 · EIN 26-1370698 | Actuarial | $11,050 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $51,323 | $54,392-5.6% | $84,753-39.4% | $63,975-19.8% |
| Participation rate | 100.0% | 76.9%+23.1pp | 76.6%+23.4pp | 71.1%+28.9pp |
| Annual return | 5.41% | 611.38%-606.0pp | 22.78%-17.4pp | 48.65%-43.2pp |
| Employer contribution / active EE | $560 | $2,943-81.0% | $3,574-84.3% | $2,182-74.3% |
| Participant deferral / active EE | $1,539 | $2,593-40.6% | $3,712-58.5% | $3,356-54.1% |
| Admin fee / account holder | $147 | $136+8.2% | $5,333-97.2% | $70+108.6% |