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| Provider | Service type | Compensation |
|---|---|---|
NEPC, LLC3+ years Service code 27 · EIN 26-1429809 | Advisory (Plan) | $45,000 |
EMPLOYEE K3+ years Filed as: EMPLOYEE Service code 29 · EIN 06-1074625 | Legal | $33,665 |
NOVAK FRANCELLA LLC1 year Filed as: NOVAK FRANCELLA, LLC Service code 10 · EIN 61-1436956 | Accounting | $28,032 |
REID & RIEGE, P.C.1 year Filed as: REID & REIGE Service code 29 · EIN 06-0867204 | Legal | $24,459 |
Service code 29 · EIN 06-1335139 | Legal | $19,347 |
STANDARD DATA3+ years Service code 15 · EIN 13-1945595 | Recordkeeping | $15,703 |
Service code 52 · EIN 04-1590850 | Indirect Investment Fees | $320 |
DODGE & COX1 year Filed as: DODGE AND COX Service code 28 · EIN 94-3073289 | Investment Management | $0 |
EATON VANCE1 year Service code 28 · EIN 04-6006714 | Investment Management | $0 |
HANCOCK WHITNEY BANK1 year Filed as: HANCOCK HORIZON Service code 28 · EIN 23-3040006 | Investment Management | $0 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $62,537 | $60,396+3.5% | $83,831-25.4% | $75,289-16.9% |
| Participation rate | 87.4% | 80.7%+6.7pp | 76.1%+11.3pp | 72.4%+15.0pp |
| Annual return | 6.81% | 3.84%+3.0pp | 850.99%-844.2pp | -0.04%+6.8pp |
| Employer contribution / active EE | $3,823 | $3,343+14.4% | $3,631+5.3% | $2,405+59.0% |
| Participant deferral / active EE | $0 | $2,922-100.0% | $4,082-100.0% | $3,739-100.0% |
| Admin fee / account holder | $249 | $141+76.3% | $5,479-95.5% | $102+143.3% |