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| Provider | Service type | Compensation |
|---|---|---|
MEKETA INVESTMENT GROUP3+ years Filed as: MEKETA INVESTMENT GROUP, INC. Service code 27 · EIN 04-2659023 | Advisory (Plan) | $165,057 |
Filed as: WALTER SCOTT & PARTNERS LTD Service code 19 | Securities Custodian | $153,359 |
MILLER KAPLAN ARASE LLP3+ years Service code 10 · EIN 95-2036255 | Accounting | $149,242 |
ASB CAPITAL MANAGEMENT3+ years Service code 51 · EIN 80-0618452 | Investment Mgmt Fees | $137,749 |
DRIEHAUS CAPITAL MANAGEMENT LLC3+ years Service code 51 · EIN 20-3634295 | Investment Mgmt Fees | $126,728 |
HORIZON ACTUARIAL SERVICES, LLC3+ years Service code 11 · EIN 26-1370698 | Actuarial | $92,813 |
THE BANK OF NEW YORK MELLON3+ years Filed as: BNY MELLON Service code 51 · EIN 25-6078093 | Investment Mgmt Fees | $75,155 |
EMPLOYEE 51 year Filed as: EMPLOYEE 7 Service code 30 · EIN 95-6035386 | Employee (plan) | $62,192 |
FRONTIER CAPITAL MANAGEMENT3+ years Filed as: FRONTIER CAPITAL MANAGEMENT CO, LLP Service code 51 · EIN 04-3492668 | Investment Mgmt Fees | $59,486 |
COMERICA BANK3+ years Service code 18 · EIN 42-1741646 | Custodial (other than securities); Ot... | $57,856 |
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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 | $0 | $184,886-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 47.1%-47.1pp | 0.0%0pp |
| Annual return | 14.39% | 12.33%+2.1pp | 8.32%+6.1pp | 17.84%-3.4pp |
| Employer contribution / active EE | $8,189 | $11,641-29.7% | $30,793-73.4% | $14,688-44.2% |
| Participant deferral / active EE | $0 | $0 | $90-100.0% | $770-100.0% |
| Admin fee / account holder | $0 | $0 | $2,802-100.0% | - |