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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 04-2647786 | Recordkeeping | $182,900 |
ERNST & YOUNG LLP6+ years Service code 10 · EIN 34-6565596 | Accounting | $53,000 |
Filed as: FIDELITY MANAGEMENT TRUST CO. Service code 19 · EIN 04-3022712 | Securities Custodian | $27,500 |
NEPC, LLC6+ years Filed as: NEPC, LLP Service code 27 · EIN 26-1429809 | Advisory (Plan) | $26,400 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported that benefits due were not provided when due.
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $80,275 | $176,471-54.5% | $95,968-16.4% | $90,274-11.1% |
| Participation rate | 59.0% | 86.6%-27.6pp | 77.1%-18.1pp | 73.4%-14.3pp |
| Annual return | 10.33% | 20.15%-9.8pp | 91.65%-81.3pp | 53.97%-43.6pp |
| Employer contribution / active EE | $1,760 | $2,783-36.7% | $2,542-30.7% | $2,523-30.2% |
| Participant deferral / active EE | $1,355 | $5,325-74.6% | $4,167-67.5% | $4,231-68.0% |
| Admin fee / account holder | $72 | $154-53.2% | $6,798-98.9% | $114-36.7% |