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| Provider | Service type | Compensation |
|---|---|---|
MEKETA INVESTMENT GROUP2 years Filed as: MEKETA FIDUCIARY MANAGEMENT Service code 27 · EIN 47-2126910 | Advisory (Plan) | $230,000 |
ASB CAPITAL MANAGEMENT6+ years Service code 51 · EIN 80-0618452 | Investment Mgmt Fees | $158,245 |
Filed as: WALTER SCOTT & PARTNERS LTD Service code 19 | Securities Custodian | $150,152 |
DRIEHAUS CAPITAL MANAGEMENT LLC6+ years Service code 51 · EIN 20-3634295 | Investment Mgmt Fees | $129,552 |
MILLER KAPLAN ARASE LLP6+ years Service code 10 · EIN 95-2036255 | Accounting | $124,819 |
HORIZON ACTUARIAL SERVICES, LLC6+ years Service code 11 · EIN 26-1370698 | Actuarial | $115,305 |
EMPLOYEE 54 years Filed as: EMPLOYEE 7 Service code 30 · EIN 95-6035386 | Employee (plan) | $80,385 |
NEPC, LLC2 years Filed as: NEPC LLC Service code 27 · EIN 26-1429809 | Advisory (Plan) | $75,000 |
Filed as: ABERDEEN ASSET MANAGEMENT Service code 51 · EIN 51-0368279 | Investment Mgmt Fees | $60,305 |
FRONTIER CAPITAL MANAGEMENT6+ years Filed as: FRONTIER CAPITAL MANAGEMENT CO, LLP Service code 51 · EIN 04-3492668 | Investment Mgmt Fees | $59,992 |
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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 | $162,072-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 33.1%-33.1pp | 0.0%0pp |
| Annual return | 14.40% | 6.82%+7.6pp | 8.01%+6.4pp | 12.86%+1.5pp |
| Employer contribution / active EE | $8,272 | $12,695-34.8% | $29,476-71.9% | $13,687-39.6% |
| Participant deferral / active EE | $0 | $0 | $735-100.0% | $833-100.0% |
| Admin fee / account holder | $0 | $0 | $630-100.0% | - |