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| Provider | Service type | Compensation |
|---|---|---|
MEKETA INVESTMENT GROUP2+ years Filed as: MEKETA INVESTMENT GROUP, INC. Service code 27 · EIN 04-2659023 | Advisory (Plan) | $165,023 |
SEYFARTH SHAW LLP2+ years Filed as: SEYFARTH SHAW, LLP Service code 29 · EIN 36-2152202 | Legal | $140,921 |
MILLER KAPLAN ARASE LLP2+ years Service code 10 · EIN 95-2036255 | Accounting | $132,992 |
HORIZON ACTUARIAL SERVICES, LLC2+ years Service code 11 · EIN 26-1370698 | Actuarial | $126,046 |
ASB CAPITAL MANAGEMENT2+ years Service code 51 · EIN 80-0618452 | Investment Mgmt Fees | $109,881 |
DRIEHAUS CAPITAL MANAGEMENT LLC2+ years Service code 51 · EIN 20-3634295 | Investment Mgmt Fees | $97,708 |
THE BANK OF NEW YORK MELLON2+ years Filed as: BNY MELLON Service code 51 · EIN 25-6078093 | Investment Mgmt Fees | $96,941 |
COMERICA BANK2+ years Service code 18 · EIN 42-1741646 | Other investment fees and expenses; O... | $63,799 |
KRISTI WHITE2+ years Filed as: KRISTI WAGNER Service code 30 · EIN 95-6035386 | Employee (plan) | $57,676 |
FRONTIER CAPITAL MANAGEMENT2+ years Filed as: FRONTIER CAPITAL MANAGEMENT CO, LLP Service code 51 · EIN 04-3492668 | Investment Mgmt Fees | $54,855 |
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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $381,942,733-100.0% | $209,859-100.0% | $381,942,733-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 42.7%-42.7pp | 0.0%0pp |
| Annual return | 6.84% | 3.63%+3.2pp | 4.16%+2.7pp | 9.19%-2.4pp |
| Employer contribution / active EE | $8,408 | $11,363-26.0% | $29,966-71.9% | $12,608-33.3% |
| Participant deferral / active EE | $0 | $0 | $145-100.0% | $1,615-100.0% |
| Admin fee / account holder | $0 | $2,655,710-100.0% | $13,952-100.0% | $2,655,710-100.0% |