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| Provider | Service type | Compensation |
|---|---|---|
MEKETA INVESTMENT GROUP3 years Filed as: MEKETA FIDUCIARY MANAGEMENT Service code 27 · EIN 47-2126910 | Advisory (Plan) | $230,000 |
Filed as: WALTER SCOTT & PARTNERS LTD Service code 19 | Securities Custodian | $200,526 |
ASB CAPITAL MANAGEMENT7+ years Service code 51 · EIN 80-0618452 | Investment Mgmt Fees | $170,382 |
MILLER KAPLAN ARASE LLP7+ years Service code 10 · EIN 95-2036255 | Accounting | $142,698 |
HORIZON ACTUARIAL SERVICES, LLC7+ years Service code 11 · EIN 26-1370698 | Actuarial | $127,554 |
EMPLOYEE 55 years Filed as: EMPLOYEE 7 Service code 30 · EIN 95-6035386 | Employee (plan) | $82,908 |
NEPC, LLC3 years Filed as: NEPC LLC Service code 27 · EIN 26-1429809 | Advisory (Plan) | $76,050 |
AB FUNDS1 year Filed as: ALLIANCE BERNSTEIN, LP Service code 52 · EIN 13-4064930 | Indirect Investment Fees | $73,719 |
Filed as: ABERDEEN ASSET MANAGEMENT Service code 51 · EIN 51-0368279 | Investment Mgmt Fees | $68,164 |
Filed as: AMERIPRISE TRUST COMPANY Service code 67 · EIN 41-0007957 | Other insurance wrap fees | $58,423 |
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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 | $444,552-100.0% | $201,582-100.0% | $444,552-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 23.6%-23.6pp | 3.7%-3.7pp |
| Annual return | 10.00% | 19.37%-9.4pp | 11.08%-1.1pp | 15.63%-5.6pp |
| Employer contribution / active EE | $9,476 | $13,107-27.7% | $28,418-66.7% | $11,476-17.4% |
| Participant deferral / active EE | $0 | $2-100.0% | $86-100.0% | $1,127-100.0% |
| Admin fee / account holder | $0 | $429-100.0% | $6,559-100.0% | $429-100.0% |