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| Provider | Service type | Compensation |
|---|---|---|
NEPC, LLC1 year Service code 27 · EIN 26-1429809 | Advisory (Plan) | $193,444 |
STRATEGIC ADVISORS, INC.4 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $54,479 |
FIDELITY INVESTMENTS INSTITUTIONAL10+ years Service code 37 · EIN 04-2647786 | Loan Processing | $52,042 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $219,943 | $122,219+80.0% | $147,096+49.5% | $199,921+10.0% |
| Participation rate | 98.1% | 78.3%+19.9pp | 82.2%+16.0pp | 72.0%+26.1pp |
| Annual return | 15.58% | 30.59%-15.0pp | 419.75%-404.2pp | 34.28%-18.7pp |
| Employer contribution / active EE | $4,579 | $4,096+11.8% | $4,936-7.2% | $3,035+50.9% |
| Participant deferral / active EE | $20,142 | $8,503+136.9% | $8,071+149.6% | $5,089+295.8% |
| Admin fee / account holder | $136 | $179-23.8% | $13,005-99.0% | $269-49.3% |