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| Provider | Service type | Compensation |
|---|---|---|
Filed as: TIC MIDWEST Service code 10 · EIN 13-2600875 | Accounting | $37,222 |
MEKETA INVESTMENT GROUP1 year Service code 27 · EIN 04-2659023 | Advisory (Plan) | $25,000 |
Service code 10 · EIN 38-2284921 | Accounting | $12,000 |
Annual investment return is in the bottom quintile of the peer cohort.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $2,851 | $82,979-96.6% | $102,412-97.2% | $77,736-96.3% |
| Participation rate | 100.0% | 71.5%+28.5pp | 74.5%+25.5pp | 70.6%+29.4pp |
| Annual return | -40.25% | 19.11%-59.4pp | 24.94%-65.2pp | 31.26%-71.5pp |
| Employer contribution / active EE | $2,554 | $3,554-28.1% | $3,870-34.0% | $2,728-6.4% |
| Participant deferral / active EE | $0 | $4,109-100.0% | $5,060-100.0% | $4,651-100.0% |
| Admin fee / account holder | $224 | $639-65.0% | $8,388-97.3% | $433-48.4% |