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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 04-2647786 | Recordkeeping | $255,700 |
NEPC, LLC8+ years Filed as: NEPC, LLP Service code 27 · EIN 26-1429809 | Advisory (Plan) | $135,600 |
Filed as: FIDELITY INVESTMENTS Service code 19 · EIN 04-3022712 | Securities Custodian | $106,000 |
ERNST & YOUNG LLP8+ years Service code 10 · EIN 34-6565596 | Accounting | $53,400 |
DICKINSON WRIGHT8+ years Service code 29 · EIN 38-1364333 | Legal | $14,000 |
Form 5500 reported that benefits due were not provided when due.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $217,058 | $130,052+66.9% | $86,717+150.3% | $77,906+178.6% |
| Participation rate | 98.3% | 85.9%+12.4pp | 76.6%+21.7pp | 73.7%+24.6pp |
| Annual return | -15.64% | -12.73%-2.9pp | 35.97%-51.6pp | 12.16%-27.8pp |
| Employer contribution / active EE | $9,509 | $3,214+195.9% | $2,837+235.2% | $2,846+234.1% |
| Participant deferral / active EE | $15,775 | $5,741+174.8% | $4,657+238.7% | $4,805+228.3% |
| Admin fee / account holder | $89 | $132-32.6% | $7,494-98.8% | $133-32.9% |