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| Provider | Service type | Compensation |
|---|---|---|
MEBA MEDICAL AND BENEFITS PLAN2+ years Service code 15 · EIN 13-5590515 | Recordkeeping | $248,450 |
SLEVIN & HART, P.C.2+ years Service code 29 · EIN 52-1708613 | Legal | $78,247 |
NEPC, LLC2+ years Filed as: NEPC LLC Service code 27 · EIN 26-1429809 | Advisory (Plan) | $37,500 |
MORGAN STANLEY SMITH BARNEY2+ years Filed as: MORGAN LEWIS & BOCKIUS LLP Service code 29 · EIN 23-0891050 | Legal | $24,630 |
BASYS2+ years Filed as: BASYS INC Service code 49 · EIN 52-1796473 | Other Services | $15,205 |
THE SEGAL COMPANY2+ years Filed as: BUCHBINDER TUNICK & COMPANY LLP Service code 10 · EIN 13-1578842 | Accounting | $13,291 |
THE SEGAL COMPANY1 year Filed as: THE SEGAL COMPANY (EASTERN STATES) Service code 11 · EIN 13-1835864 | Actuarial | $6,756 |
STATE STREET GLOBAL ADVISORS2+ years Filed as: STATE STREET BANK & TRUST COMPANY Service code 19 · EIN 04-1867445 | Securities Custodian | $5,721 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $63,071 | $168,231-62.5% | $67,836-7.0% | $63,975-1.4% |
| Participation rate | 98.1% | 66.8%+31.3pp | 68.8%+29.3pp | 71.1%+27.0pp |
| Annual return | 7.82% | 11.76%-3.9pp | 138.49%-130.7pp | 48.65%-40.8pp |
| Employer contribution / active EE | $3,494 | $1,907+83.2% | $2,404+45.4% | $2,182+60.1% |
| Participant deferral / active EE | $0 | $2,827-100.0% | $3,160-100.0% | $3,356-100.0% |
| Admin fee / account holder | $289 | $81+259.4% | $4,621-93.7% | $70+310.9% |