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| Provider | Service type | Compensation |
|---|---|---|
Filed as: PRINCIPAL CUSTODY SOLUTIONS Service code 19 · EIN 51-0099493 | Securities Custodian | $202,648 |
NEPC, LLC3 years Filed as: NEPC LLC Service code 27 · EIN 26-1429809 | Advisory (Plan) | $152,251 |
Service code 28 780 THIRD AVENUE · NEW YORK, NY 10017 | Investment Management | $38,458 |
MARCUM LLP3 years Service code 10 · EIN 11-1986323 | Accounting | $30,630 |
STATE STREET GLOBAL ADVISORS5 years Service code 18 · EIN 81-4017137 | Custodial (securities); Custodial (ot... | $8,408 |
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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $0 | $329,695-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 43.4%-43.4pp | 0.0%0pp |
| Annual return | 7.17% | 8.46%-1.3pp | 9.82%-2.7pp | 8.76%-1.6pp |
| Employer contribution / active EE | $13,062 | $11,054+18.2% | $30,322-56.9% | $16,664-21.6% |
| Participant deferral / active EE | $0 | $240-100.0% | $66-100.0% | $948-100.0% |
| Admin fee / account holder | $0 | $0 | $53,840-100.0% | - |