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| Provider | Service type | Compensation |
|---|---|---|
NEPC, LLC1+ years Service code 27 · EIN 26-1429809 | Advisory (Plan) | $45,000 |
REID & RIEGE, P.C.1+ years Filed as: REID & RIEGE Service code 29 · EIN 06-0867204 | Legal | $31,934 |
EMPLOYEE K1+ years Filed as: EMPLOYEE Service code 30 · EIN 06-6077019 | Employee (plan); Direct payment from ... | $30,270 |
Service code 10 · EIN 06-0931761 | Accounting | $25,149 |
STANDARD DATA1+ years Service code 15 · EIN 13-1945595 | Recordkeeping | $15,244 |
R.M. CHEVERIE & ASSOCIATES1+ years Filed as: R.M.CHEVERIE & ASSOCIATES Service code 29 · EIN 06-1335139 | Legal | $15,211 |
THE SEGAL COMPANY1+ years Filed as: SEGAL COMPANY Service code 49 · EIN 13-1928058 | Other Services | $10,706 |
Filed as: MASSACHUSSETTS MUTUAL LIFE INS Service code 52 · EIN 04-1590850 | Indirect Investment Fees | $240 |
Filed as: MASSACHUSETTS MUTUAL LIFE INS CO Service code 60 | Sub-TA Fees | $0 |
Filed as: MASSACHUSETTS MUTUAL LIFE INS. CO Service code 60 | Sub-TA Fees | $0 |
Annual investment return is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $52,175 | $54,392-4.1% | $84,753-38.4% | $63,975-18.4% |
| Participation rate | 93.5% | 76.9%+16.6pp | 76.6%+16.9pp | 71.1%+22.3pp |
| Annual return | 0.19% | 611.38%-611.2pp | 22.78%-22.6pp | 48.65%-48.5pp |
| Employer contribution / active EE | $3,786 | $2,943+28.7% | $3,574+5.9% | $2,182+73.6% |
| Participant deferral / active EE | $0 | $2,593-100.0% | $3,712-100.0% | $3,356-100.0% |
| Admin fee / account holder | $262 | $136+93.2% | $5,333-95.1% | $70+272.5% |