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| Provider | Service type | Compensation |
|---|---|---|
FIDELITY INVESTMENTS INSTITUTIONAL10+ years Service code 15 · EIN 04-2647786 | Recordkeeping | $237,341 |
NEPC, LLC10+ years Filed as: NEPC, LLP Service code 27 · EIN 26-1429809 | Advisory (Plan) | $151,043 |
Filed as: FIDELITY MANAGEMENT TRUST COMPANY Service code 19 · EIN 04-3022712 | Securities Custodian | $107,240 |
DICKINSON WRIGHT10+ years Service code 29 · EIN 38-1364333 | Legal | $14,331 |
Form 5500 reported that benefits due were not provided when due.
Assets per participant exceed $250,000 - top-decile high-value plan.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $266,576 | $110,282+141.7% | $102,423+160.3% | $199,921+33.3% |
| Participation rate | 100.0% | 86.3%+13.7pp | 76.5%+23.5pp | 72.0%+28.0pp |
| Annual return | 13.07% | 35.75%-22.7pp | 29.42%-16.4pp | 34.28%-21.2pp |
| Employer contribution / active EE | $10,446 | $3,603+189.9% | $3,023+245.5% | $3,035+244.1% |
| Participant deferral / active EE | $17,166 | $6,376+169.2% | $5,054+239.6% | $5,089+237.3% |
| Admin fee / account holder | $85 | $122-30.4% | $9,455-99.1% | $269-68.4% |