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| Provider | Service type | Compensation |
|---|---|---|
Filed as: FIDELITY INVSMTS INST OPER CO, INC Service code 15 · EIN 04-2647786 | Recordkeeping | $219,415 |
MEBA MEDICAL AND BENEFITS PLAN4+ years Service code 15 · EIN 13-5590515 | Recordkeeping | $92,966 |
NEPC, LLC4+ years Filed as: NEPC LLC Service code 27 · EIN 26-1429809 | Advisory (Plan) | $39,092 |
SLEVIN & HART, P.C.4+ years Service code 29 · EIN 52-1708613 | Legal | $26,819 |
MORGAN STANLEY SMITH BARNEY4+ years Filed as: MORGAN LEWIS & BOCKIUS LLP Service code 29 · EIN 23-0891050 | Legal | $21,532 |
THE SEGAL COMPANY4+ years Filed as: BUCHBINDER TUNICK & COMPANY LLP Service code 10 · EIN 13-1578842 | Accounting | $18,005 |
BMO HARRIS BANK NA4+ years Filed as: M&T BANK Service code 19 · EIN 16-0538020 | Securities Custodian | $8,600 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $66,228 | $57,606+15.0% | $67,313-1.6% | $75,289-12.0% |
| Participation rate | 96.3% | 68.2%+28.1pp | 69.1%+27.3pp | 72.4%+23.9pp |
| Annual return | -5.28% | -0.47%-4.8pp | -4.08%-1.2pp | -0.04%-5.2pp |
| Employer contribution / active EE | $3,745 | $2,206+69.7% | $2,566+46.0% | $2,405+55.7% |
| Participant deferral / active EE | $0 | $3,195-100.0% | $3,568-100.0% | $3,739-100.0% |
| Admin fee / account holder | $200 | $83+141.6% | $4,507-95.6% | $102+95.4% |