Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 04-2647786 | Recordkeeping | $170,992 |
NEPC, LLC9+ years Filed as: NEPC, LLP Service code 27 · EIN 26-1429809 | Advisory (Plan) | $145,460 |
Filed as: FIDELITY MANAGEMENT TRUST COMPANY Service code 19 · EIN 04-3022712 | Securities Custodian | $105,240 |
DICKINSON WRIGHT9+ years Service code 29 · EIN 38-1364333 | Legal | $49,904 |
ERNST & YOUNG LLP9+ years Service code 10 · EIN 34-6565596 | Accounting | $8,629 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $240,188 | $104,544+129.7% | $96,564+148.7% | $80,187+199.5% |
| Participation rate | 100.0% | 86.4%+13.6pp | 76.0%+24.0pp | 72.9%+27.1pp |
| Annual return | 16.45% | 21.79%-5.3pp | 25.89%-9.4pp | 40.40%-23.9pp |
| Employer contribution / active EE | $12,293 | $3,527+248.5% | $2,967+314.3% | $2,980+312.6% |
| Participant deferral / active EE | $20,710 | $6,170+235.6% | $4,852+326.9% | $5,016+312.9% |
| Admin fee / account holder | $75 | $107-29.8% | $8,256-99.1% | $145-48.2% |