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| Provider | Service type | Compensation |
|---|---|---|
MEBA MEDICAL AND BENEFITS PLAN3+ years Service code 15 · EIN 13-5590515 | Recordkeeping | $389,655 |
Filed as: FIDELITY INVESTMENTS INST OPS CO Service code 15 · EIN 04-2647786 | Recordkeeping | $317,186 |
SLEVIN & HART, P.C.3+ years Service code 29 · EIN 52-1708613 | Legal | $105,762 |
NEPC, LLC3+ years Filed as: NEPC LLC Service code 27 · EIN 26-1429809 | Advisory (Plan) | $73,288 |
MORGAN STANLEY SMITH BARNEY3+ years Filed as: MORGAN LEWIS & BOCKIUS LLP Service code 29 · EIN 23-0891050 | Legal | $46,770 |
THE SEGAL COMPANY3+ years Filed as: BUCHBINDER TUNICK & COMPANY LLP Service code 10 · EIN 13-1578842 | Accounting | $14,874 |
BASYS3+ years Filed as: BASYS INC Service code 49 · EIN 52-1796473 | Other Services | $10,704 |
WILMINGTON TRUST1 year Filed as: WILMINGTON TRUST, NATIONAL ASSOC Service code 19 · EIN 16-1486454 | Securities Custodian | $4,993 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $71,823 | $65,292+10.0% | $71,671+0.2% | $77,958-7.9% |
| Participation rate | 93.9% | 67.4%+26.5pp | 68.7%+25.1pp | 71.6%+22.2pp |
| Annual return | 16.99% | 21.25%-4.3pp | 20.65%-3.7pp | 20.87%-3.9pp |
| Employer contribution / active EE | $3,230 | $2,085+54.9% | $2,460+31.3% | $2,310+39.8% |
| Participant deferral / active EE | $0 | $3,008-100.0% | $3,438-100.0% | $3,537-100.0% |
| Admin fee / account holder | $370 | $84+338.5% | $5,558-93.3% | $97+280.3% |