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| Provider | Service type | Compensation |
|---|---|---|
NEPC, LLC2+ years Service code 27 · EIN 26-1429809 | Advisory (Plan) | $45,000 |
EMPLOYEE K2+ years Filed as: EMPLOYEE Service code 30 · EIN 06-6077019 | Employee (plan); Direct payment from ... | $31,224 |
Service code 10 · EIN 06-0931761 | Accounting | $26,475 |
REID & RIEGE, P.C.2+ years Filed as: REID & RIEGE Service code 29 · EIN 06-0867204 | Legal | $24,210 |
STANDARD DATA2+ years Service code 15 · EIN 13-1945595 | Recordkeeping | $15,910 |
R.M. CHEVERIE & ASSOCIATES2+ years Filed as: R.M.CHEVERIE & ASSOCIATES Service code 29 · EIN 06-1335139 | Legal | $12,370 |
Filed as: MASSACHUSSETTS MUTUAL LIFE INS Service code 52 · EIN 04-1590850 | Indirect Investment Fees | $246 |
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 | $57,357 | $221,442-74.1% | $92,240-37.8% | $77,958-26.4% |
| Participation rate | 90.3% | 79.6%+10.7pp | 76.5%+13.8pp | 71.6%+18.6pp |
| Annual return | 7.76% | 15.65%-7.9pp | 176.29%-168.5pp | 20.87%-13.1pp |
| Employer contribution / active EE | $3,345 | $3,226+3.7% | $3,680-9.1% | $2,310+44.8% |
| Participant deferral / active EE | $0 | $2,779-100.0% | $3,897-100.0% | $3,537-100.0% |
| Admin fee / account holder | $223 | $210+6.4% | $5,194-95.7% | $97+129.1% |