Filed May 10, 2018 (most recent of 2 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
NEPC, LLC3 years Filed as: NEPC Service code 16 · EIN 26-1429809 | Consulting | $157,457 |
STRATEGIC ADVISORS, INC.7+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $62,986 |
E&Y3 years Service code 16 · EIN 34-6565596 | Consulting | $28,000 |
WIGGINS & DANA1 year Service code 16 · EIN 06-0590100 | Consulting | $19,454 |
Service code 60 · EIN 04-2647786 | Sub-TA Fees | -$52,750 |
Assets per participant exceed $250,000 - top-decile high-value plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $350,492 | $93,131+276.3% | $106,548+229.0% | $86,799+303.8% |
| Participation rate | 99.6% | 81.4%+18.2pp | 76.1%+23.5pp | 72.3%+27.3pp |
| Annual return | 15.33% | 19.45%-4.1pp | 26.80%-11.5pp | 97.91%-82.6pp |
| Employer contribution / active EE | $12,977 | $2,895+348.2% | $2,819+360.4% | $2,405+439.5% |
| Participant deferral / active EE | $14,209 | $4,708+201.8% | $4,398+223.1% | $4,131+244.0% |
| Admin fee / account holder | $151 | $145+4.4% | $7,407-98.0% | $170-10.7% |