Filed November 1, 2022 (most recent of 2 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
MEKETA INVESTMENT GROUP4 years Filed as: MEKETA INVESTMENT GROUP, INC. Service code 28 | Investment Management | $116,367 |
Filed as: MIDWEST INSTITUTIONAL TRUST SERVICE Service code 21 10700 RESEARCH DRIVE, SUITE 205 · WAUWATOSA, WI 53226 | Bank Trustee | $58,983 |
PATTISON PENSION SPECIALISTS, INC.11+ years Filed as: PATTISON PENSION SPECIALISTS Service code 11 · EIN 85-0437924 | Actuarial | $47,365 |
MOSS ADAMS LLP11+ years Service code 10 · EIN 91-0189318 | Accounting | $42,910 |
BAKER TILLY US, LLP1 year Filed as: BAKER TILLY ADVISORY GROUP , LP Service code 10 · EIN 30-1413443 | Accounting | $13,798 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant exceed $250,000 - top-decile high-value plan.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $556,998 | $82,133+578.2% | $147,318+278.1% | $64,097+769.0% |
| Participation rate | 94.2% | 62.3%+31.9pp | 82.1%+12.1pp | 55.2%+39.0pp |
| Annual return | 18.38% | 78.78%-60.4pp | 70.43%-52.1pp | 34.64%-16.3pp |
| Employer contribution / active EE | $10,026 | $2,872+249.1% | $4,593+118.3% | $1,891+430.1% |
| Participant deferral / active EE | $10,919 | $5,407+101.9% | $7,906+38.1% | $3,080+254.5% |
| Admin fee / account holder | $1,367 | $3,730-63.3% | $13,708-90.0% | $3,454-60.4% |