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| Provider | Service type | Compensation |
|---|---|---|
MEKETA INVESTMENT GROUP4+ years Filed as: MEKETA INVESTMENT GROUP, INC. Service code 27 · EIN 04-2659023 | Advisory (Plan) | $165,080 |
MILLER KAPLAN ARASE LLP4+ years Service code 10 · EIN 95-2036255 | Accounting | $151,383 |
Filed as: WALTER SCOTT & PARTNERS LTD Service code 19 | Securities Custodian | $149,702 |
DRIEHAUS CAPITAL MANAGEMENT LLC4+ years Service code 51 · EIN 20-3634295 | Investment Mgmt Fees | $149,541 |
ASB CAPITAL MANAGEMENT4+ years Service code 51 · EIN 80-0618452 | Investment Mgmt Fees | $146,677 |
HORIZON ACTUARIAL SERVICES, LLC4+ years Service code 11 · EIN 26-1370698 | Actuarial | $127,507 |
EMPLOYEE 52 years Filed as: EMPLOYEE 7 Service code 30 · EIN 95-6035386 | Employee (plan) | $75,308 |
FRONTIER CAPITAL MANAGEMENT4+ years Filed as: FRONTIER CAPITAL MANAGEMENT CO, LLP Service code 51 · EIN 04-3492668 | Investment Mgmt Fees | $65,642 |
SEYFARTH SHAW LLP4+ years Filed as: SEYFARTH SHAW, LLP Service code 29 · EIN 36-2152202 | Legal | $57,900 |
ACADIAN ASSET MANAGEMENT LLC4+ years Filed as: ACADIAN ASSET MANAGEMENT, LLC Service code 51 · EIN 04-2929221 | Investment Mgmt Fees | $55,866 |
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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 | $21,578,776-100.0% | $245,396-100.0% | $21,578,776-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 43.0%-43.0pp | 0.0%0pp |
| Annual return | -5.89% | 2.02%-7.9pp | -752.26%+746.4pp | 33.37%-39.3pp |
| Employer contribution / active EE | $8,044 | $12,422-35.2% | $31,802-74.7% | $11,253-28.5% |
| Participant deferral / active EE | $0 | $0 | $47-100.0% | $819-100.0% |
| Admin fee / account holder | $0 | $99,113-100.0% | $1,223-100.0% | $99,113-100.0% |