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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 04-2647786 | Recordkeeping | $138,242 |
NEPC, LLC9+ years Filed as: NEPC, LLP Service code 27 · EIN 26-1429809 | Advisory (Plan) | $27,670 |
Filed as: FIDELITY MANAGEMENT TRUST COMPANY Service code 19 · EIN 04-3022712 | Securities Custodian | $21,760 |
DICKINSON WRIGHT7 years Service code 29 · EIN 38-1364333 | Legal | $9,196 |
ERNST & YOUNG LLP9+ years Service code 10 · EIN 34-6565596 | Accounting | $8,629 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $74,399 | $99,168-25.0% | $96,534-22.9% | $74,460-0.1% |
| Participation rate | 100.0% | 80.7%+19.3pp | 76.0%+24.0pp | 70.7%+29.3pp |
| Annual return | 12.86% | 22.40%-9.5pp | 25.88%-13.0pp | 34.38%-21.5pp |
| Employer contribution / active EE | $3,359 | $2,570+30.7% | $2,965+13.3% | $2,638+27.3% |
| Participant deferral / active EE | $2,707 | $4,936-45.2% | $4,851-44.2% | $4,530-40.2% |
| Admin fee / account holder | $52 | $225-76.7% | $8,253-99.4% | $348-84.9% |