Filed October 25, 2017 (most recent of 6 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 84-0467907 | Recordkeeping | $604,024 |
NEPC, LLC1+ years Filed as: NEPC LLC Service code 10 · EIN 04-2927339 | Accounting | $77,218 |
CLARK HILL PLC1+ years Filed as: CLARK HILL Service code 29 · EIN 38-0425840 | Legal | $24,936 |
GEORGE JOHNSON & COMPANY1+ years Service code 10 · EIN 32-2029668 | Accounting | $17,950 |
WILLIS TOWERS WATSON US LLC1+ years Filed as: TOWERS WATSON DELAWARE INC. Service code 16 · EIN 53-0181291 | Consulting | $6,988 |
MORGAN STANLEY SMITH BARNEY1+ years Filed as: J.P. MORGAN SECURITIES LLC Service code 21 · EIN 13-4110995 | Bank Trustee | $6,290 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $37,995 | $46,516-18.3% | $147,618-74.3% | $69,651-45.4% |
| Participation rate | 99.3% | 65.8%+33.5pp | 84.6%+14.7pp | 66.6%+32.8pp |
| Annual return | 0.22% | 9.48%-9.3pp | 61.98%-61.8pp | 53.77%-53.5pp |
| Employer contribution / active EE | $2,592 | $1,393+86.0% | $5,564-53.4% | $2,241+15.7% |
| Participant deferral / active EE | $1,253 | $2,719-53.9% | $4,895-74.4% | $3,635-65.5% |
| Admin fee / account holder | $25 | $45-43.4% | $11,612-99.8% | $63-59.9% |