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 | $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 | $99,212-25.0% | $96,564-23.0% | $74,478-0.1% |
| Participation rate | 100.0% | 80.7%+19.3pp | 76.0%+24.0pp | 70.7%+29.3pp |
| Annual return | 12.86% | 22.40%-9.5pp | 25.89%-13.0pp | 34.37%-21.5pp |
| Employer contribution / active EE | $3,359 | $2,569+30.7% | $2,967+13.2% | $2,637+27.4% |
| Participant deferral / active EE | $2,707 | $4,938-45.2% | $4,852-44.2% | $4,530-40.2% |
| Admin fee / account holder | $52 | $225-76.7% | $8,256-99.4% | $347-84.9% |