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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 | $122,128+80.1% | $147,117+49.5% | $200,096+9.9% |
| Participation rate | 98.1% | 78.2%+20.0pp | 82.2%+16.0pp | 72.0%+26.1pp |
| Annual return | 15.58% | 30.58%-15.0pp | 420.54%-405.0pp | 34.26%-18.7pp |
| Employer contribution / active EE | $4,579 | $4,093+11.9% | $4,932-7.2% | $3,038+50.8% |
| Participant deferral / active EE | $20,142 | $8,484+137.4% | $8,065+149.8% | $5,090+295.7% |
| Admin fee / account holder | $136 | $180-24.0% | $12,993-98.9% | $269-49.3% |