| Provider | Service type | Compensation |
|---|---|---|
NEPC, LLC1+ years Filed as: NEPC LLC Service code 14 BOX 83261 · WOBURN, MA 01813 | Plan Administrator | $83,448 |
ERNST & YOUNG LLP1+ years Filed as: ERNST AND YOUNG LLP Service code 10 5 TIMES SQUARE · NEW YORK, NY 10036 | Accounting | $61,800 |
MORNINGSTAR1+ years Service code 26 22 WEST WASHINGTON STREET · CHICAGO, IL 60602 | Advisory (Participants) | $60,102 |
T ROWE PRICE RPS INC1+ years Service code 15 100 EAST PRATT STREET · BALTIMORE, MD 21202 | Recordkeeping | $25,112 |
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $62,130 | $69,651-10.8% | $105,218-41.0% | $69,651-10.8% |
| Participation rate | 79.9% | 66.6%+13.4pp | 77.2%+2.7pp | 66.6%+13.4pp |
| Annual return | 9.97% | 53.77%-43.8pp | 5.33%+4.6pp | 53.77%-43.8pp |
| Employer contribution / active EE | $3,501 | $2,241+56.3% | $3,255+7.6% | $2,241+56.3% |
| Participant deferral / active EE | $3,379 | $3,635-7.0% | $4,867-30.6% | $3,635-7.0% |
| Admin fee / account holder | $7 | $63-89.4% | $6,992-99.9% | $63-89.4% |