Filed November 1, 2022 (most recent of 2 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
MEKETA INVESTMENT GROUP3 years Filed as: MEKETA INVESTMENT GROUP, INC. Service code 28 | Investment Management | $104,042 |
PATTISON PENSION SPECIALISTS, INC.10+ years Filed as: PATTISON PENSION SPECIALISTS Service code 11 · EIN 85-0437924 | Actuarial | $51,985 |
MOSS ADAMS LLP10+ years Service code 10 · EIN 91-0189318 | Accounting | $50,777 |
Filed as: MIDWEST INSTITUTIONAL TRUST SERVICE Service code 21 10700 RESEARCH DRIVE, SUITE 205 · WAUWATOSA, WI 53226 | Bank Trustee | $36,591 |
STATE STREET GLOBAL ADVISORS2 years Service code 18 · EIN 81-4017137 | Custodial (other than securities); In... | $10,671 |
HURLEY, TOEVS, STYLES, HAMBLIN & PA10+ years Service code 29 4155 MONTGOMERY BLVD NE · ALBUQUERQUE, NM 87109 | Legal | $7,168 |
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 | $518,037 | $101,539+410.2% | $147,041+252.3% | $74,400+596.3% |
| Participation rate | 93.0% | 75.5%+17.5pp | 82.2%+10.8pp | 67.2%+25.8pp |
| Annual return | 10.68% | 8740.84%-8730.2pp | 419.21%-408.5pp | 1367.51%-1356.8pp |
| Employer contribution / active EE | $10,526 | $3,811+176.2% | $4,935+113.3% | $2,624+301.1% |
| Participant deferral / active EE | $11,052 | $7,304+51.3% | $8,071+36.9% | $4,348+154.2% |
| Admin fee / account holder | $1,335 | $1,749-23.7% | $13,006-89.7% | $1,944-31.3% |