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| Provider | Service type | Compensation |
|---|---|---|
MEKETA INVESTMENT GROUP6 years Filed as: MEKETA FIDUCIARY MANAGEMENT Service code 27 · EIN 47-2126910 | Advisory (Plan) | $230,000 |
MILLER KAPLAN ARASE LLP10+ years Service code 10 · EIN 95-2036255 | Accounting | $207,219 |
Filed as: WALTER SCOTT & PARTNERS LTD Service code 19 | Securities Custodian | $165,635 |
HORIZON ACTUARIAL SERVICES, LLC10+ years Service code 11 · EIN 26-1370698 | Actuarial | $123,220 |
ULLICO3 years Service code 51 · EIN 52-6435649 | Investment Mgmt Fees | $116,151 |
EMPLOYEE FIDUCIARY, LLC8 years Filed as: EMPLOYEE 2 Service code 30 · EIN 95-6035386 | Employee (plan) | $92,407 |
NEPC, LLC6 years Filed as: NEPC LLC Service code 27 · EIN 26-1429809 | Advisory (Plan) | $89,609 |
EMPLOYEE 58 years Filed as: EMPLOYEE 7 Service code 30 · EIN 95-6035386 | Employee (plan) | $57,069 |
SEYFARTH SHAW LLP10+ years Filed as: SEYFARTH SHAW, LLP Service code 29 · EIN 36-2152202 | Legal | $54,982 |
COMERICA BANK10+ years Service code 18 · EIN 42-1741646 | Custodial (securities); Other service... | $52,154 |
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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $0 | $201,416-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 32.7%-32.7pp | 0.0%0pp |
| Annual return | 2.97% | 10.33%-7.4pp | 8.10%-5.1pp | 9.30%-6.3pp |
| Employer contribution / active EE | $9,888 | $14,972-34.0% | $28,649-65.5% | $12,551-21.2% |
| Participant deferral / active EE | $0 | $252-100.0% | $10-100.0% | $2,867-100.0% |
| Admin fee / account holder | $0 | $0 | $60,136-100.0% | - |