Filed November 1, 2022 (most recent of 2 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
MEKETA INVESTMENT GROUP1 year Filed as: MEKETA INVESTMENT GROUP, INC. Service code 27 | Advisory (Plan) | $87,083 |
MOSS ADAMS LLP8+ years Service code 10 · EIN 91-0189318 | Accounting | $44,622 |
UBS FINANCIAL SERVICES INC8+ years Filed as: UBS FINANCIAL Service code 27 · EIN 13-2638166 | Advisory (Plan) | $38,910 |
ATLANTA CAPITAL MANAGEMENT5 years Filed as: ATLANTA CAPITAL MGMT CO. LLC Service code 28 1075 PEACHTREE ST NW · ATLANTA, GA 30309 | Investment Management | $36,320 |
Service code 28 · EIN 13-2670991 | Investment Management | $31,562 |
Filed as: PATTISON PENSION SPECIALISTS Service code 11 · EIN 85-0437924 | Actuarial | $29,157 |
Service code 29 4155 MONTGOMERY BLVD NE · ALBUQUERQUE, NM 87109 | Legal | $13,203 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
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 | $532,337 | $84,493+530.0% | $125,381+324.6% | $66,938+695.3% |
| Participation rate | 99.1% | 76.4%+22.7pp | 82.4%+16.7pp | 69.8%+29.3pp |
| Annual return | -16.95% | -8.49%-8.5pp | 572.31%-589.3pp | 1.58%-18.5pp |
| Employer contribution / active EE | $12,489 | $3,554+251.4% | $4,815+159.4% | $2,545+390.7% |
| Participant deferral / active EE | $12,107 | $6,783+78.5% | $7,448+62.6% | $4,238+185.7% |
| Admin fee / account holder | $1,512 | $685+120.7% | $10,007-84.9% | $594+154.7% |