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| Provider | Service type | Compensation |
|---|---|---|
MEKETA INVESTMENT GROUP5 years Filed as: MEKETA FIDUCIARY MANAGEMENT Service code 27 · EIN 47-2126910 | Advisory (Plan) | $230,167 |
Filed as: WALTER SCOTT & PARTNERS LTD Service code 19 | Securities Custodian | $161,523 |
MILLER KAPLAN ARASE LLP9+ years Service code 10 · EIN 95-2036255 | Accounting | $141,081 |
HORIZON ACTUARIAL SERVICES, LLC9+ years Service code 11 · EIN 26-1370698 | Actuarial | $118,648 |
ULLICO2 years Service code 51 · EIN 52-6435649 | Investment Mgmt Fees | $105,318 |
EMPLOYEE FIDUCIARY, LLC7 years Filed as: EMPLOYEE 2 Service code 30 · EIN 95-6035386 | Employee (plan) | $86,778 |
NEPC, LLC5 years Filed as: NEPC LLC Service code 27 · EIN 26-1429809 | Advisory (Plan) | $86,663 |
MERIPLEX1 year Service code 16 5999A RIDGE VIEW ST · CAMARILLO, CA 93012 | Consulting | $67,508 |
COMERICA BANK9+ years Service code 18 · EIN 42-1741646 | Custodial (securities); Other investm... | $62,315 |
AB FUNDS3 years Filed as: ALLIANCE BERNSTEIN, LP Service code 52 · EIN 13-4064930 | Indirect Investment Fees | $53,545 |
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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 | $13,363-100.0% | $473,625-100.0% | $13,363-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 37.3%-37.3pp | 2.2%-2.2pp |
| Annual return | 11.97% | 7.95%+4.0pp | 20.18%-8.2pp | 9.11%+2.9pp |
| Employer contribution / active EE | $10,036 | $14,684-31.7% | $29,108-65.5% | $12,231-18.0% |
| Participant deferral / active EE | $0 | $520-100.0% | $6-100.0% | $1,272-100.0% |
| Admin fee / account holder | $0 | $125-100.0% | $2,262-100.0% | $125-100.0% |