Filed November 1, 2022 (most recent of 2 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
MEKETA INVESTMENT GROUP2 years Filed as: MEKETA INVESTMENT GROUP, INC. Service code 28 | Investment Management | $89,735 |
MOSS ADAMS LLP9+ years Service code 10 · EIN 91-0189318 | Accounting | $62,801 |
LEGG MASON3 years Filed as: LEGG MASON SERVICES COMPANY LLC Service code 28 · EIN 13-2670991 | Investment Management | $38,643 |
Filed as: PATTISON PENSION SPECIALISTS Service code 11 · EIN 85-0437924 | Actuarial | $33,399 |
Service code 18 · EIN 81-4017137 | Custodial (other than securities); In... | $10,645 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
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 | $510,759 | $91,424+458.7% | $135,942+275.7% | $71,495+614.4% |
| Participation rate | 100.0% | 75.7%+24.3pp | 81.9%+18.1pp | 67.9%+32.1pp |
| Annual return | 11.05% | 29.90%-18.9pp | 68.28%-57.2pp | 28.85%-17.8pp |
| Employer contribution / active EE | $11,966 | $3,704+223.1% | $4,858+146.3% | $2,589+362.1% |
| Participant deferral / active EE | $11,233 | $7,092+58.4% | $7,759+44.8% | $4,291+161.8% |
| Admin fee / account holder | $1,235 | $1,266-2.5% | $10,764-88.5% | $1,588-22.2% |