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| Provider | Service type | Compensation |
|---|---|---|
MEKETA INVESTMENT GROUP4 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 | $177,850 |
MILLER KAPLAN ARASE LLP8+ years Service code 10 · EIN 95-2036255 | Accounting | $171,926 |
HORIZON ACTUARIAL SERVICES, LLC8+ years Service code 11 · EIN 26-1370698 | Actuarial | $119,032 |
ASB CAPITAL MANAGEMENT8+ years Service code 51 · EIN 80-0618452 | Investment Mgmt Fees | $87,432 |
ULLICO1 year Service code 51 · EIN 52-6435649 | Investment Mgmt Fees | $85,920 |
EMPLOYEE 56 years Filed as: EMPLOYEE 7 Service code 30 · EIN 95-6035386 | Employee (plan) | $84,862 |
NEPC, LLC4 years Filed as: NEPC LLC Service code 27 · EIN 26-1429809 | Advisory (Plan) | $81,374 |
SEYFARTH SHAW LLP8+ years Filed as: SEYFARTH SHAW, LLP Service code 29 · EIN 36-2152202 | Legal | $57,776 |
EMPLOYEE 56 years Service code 30 · EIN 95-6035386 | Employee (plan) | $56,349 |
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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 | $2,456,633-100.0% | $164,721-100.0% | $2,456,633-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 21.0%-21.0pp | 1.5%-1.5pp |
| Annual return | -11.60% | -7.95%-3.6pp | -5.85%-5.8pp | 23.41%-35.0pp |
| Employer contribution / active EE | $9,891 | $13,972-29.2% | $31,839-68.9% | $12,650-21.8% |
| Participant deferral / active EE | $0 | $0 | $2-100.0% | $1,474-100.0% |
| Admin fee / account holder | $0 | $14,884-100.0% | $1,000-100.0% | $14,884-100.0% |