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| Provider | Service type | Compensation |
|---|---|---|
MEKETA INVESTMENT GROUP1+ years Filed as: MEKETA INVESTMENT GROUP, INC. Service code 27 · EIN 04-2659023 | Advisory (Plan) | $165,323 |
MILLER KAPLAN ARASE LLP1+ years Service code 10 · EIN 95-2036255 | Accounting | $136,529 |
HORIZON ACTUARIAL SERVICES, LLC1+ years Service code 11 · EIN 26-1370698 | Actuarial | $105,772 |
THE BANK OF NEW YORK MELLON1+ years Filed as: BNY MELLON Service code 51 · EIN 25-6078093 | Investment Mgmt Fees | $96,560 |
ASB CAPITAL MANAGEMENT1+ years Service code 51 · EIN 80-0618452 | Investment Mgmt Fees | $79,665 |
FRONTIER CAPITAL MANAGEMENT1+ years Filed as: FRONTIER CAPITAL MANAGEMENT CO, LLP Service code 51 · EIN 04-3492668 | Investment Mgmt Fees | $79,145 |
COMERICA BANK1+ years Service code 18 · EIN 42-1741646 | Other services; Other investment fees... | $71,978 |
DRIEHAUS CAPITAL MANAGEMENT LLC1+ years Service code 51 · EIN 20-3634295 | Investment Mgmt Fees | $71,603 |
SEYFARTH SHAW LLP1+ years Filed as: SEYFARTH SHAW, LLP Service code 29 · EIN 36-2152202 | Legal | $57,602 |
KRISTI WHITE1+ years Filed as: KRISTI WAGNER Service code 30 · EIN 95-6035386 | Employee (plan) | $50,871 |
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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 | $14,096,330-100.0% | $115,244-100.0% | $14,096,330-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 33.3%-33.3pp | 0.0%0pp |
| Annual return | -2.69% | 1.36%-4.0pp | -1.61%-1.1pp | 1.67%-4.4pp |
| Employer contribution / active EE | $8,578 | $10,832-20.8% | $30,840-72.2% | $10,506-18.4% |
| Participant deferral / active EE | $0 | $0 | $41-100.0% | $1,562-100.0% |
| Admin fee / account holder | $0 | $66,276-100.0% | $3,433-100.0% | $66,276-100.0% |