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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 04-2647786 | Recordkeeping | $246,700 |
NEPC, LLC7+ years Filed as: NEPC, LLP Service code 27 · EIN 26-1429809 | Advisory (Plan) | $130,700 |
Filed as: FIDELITY MGMT TRUST CO Service code 19 · EIN 04-3022712 | Securities Custodian | $117,200 |
ERNST & YOUNG LLP7+ years Service code 10 · EIN 34-6565596 | Accounting | $53,200 |
DICKINSON WRIGHT7+ years Service code 29 · EIN 38-1364333 | Legal | $20,500 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $267,408 | $144,879+84.6% | $111,319+140.2% | $93,010+187.5% |
| Participation rate | 98.3% | 86.1%+12.2pp | 77.3%+21.0pp | 73.9%+24.4pp |
| Annual return | 12.38% | 18.11%-5.7pp | 54.68%-42.3pp | 158.70%-146.3pp |
| Employer contribution / active EE | $8,196 | $3,052+168.5% | $2,732+200.0% | $2,705+203.0% |
| Participant deferral / active EE | $15,551 | $5,576+178.9% | $4,488+246.5% | $4,561+241.0% |
| Admin fee / account holder | $117 | $104+13.3% | $7,966-98.5% | $152-22.7% |