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| Provider | Service type | Compensation |
|---|---|---|
Filed as: FIDELITY INVSMTS INST OPER CO LLC Service code 15 · EIN 04-2647786 | Recordkeeping | $188,305 |
SLEVIN & HART, P.C.7+ years Service code 29 · EIN 52-1708613 | Legal | $96,617 |
MEBA MEDICAL AND BENEFITS PLAN7+ years Service code 15 · EIN 13-5590515 | Recordkeeping | $92,934 |
NEPC, LLC7+ years Filed as: NEPC LLC Service code 17 · EIN 26-1429809 | Pension Consulting | $41,321 |
MORGAN STANLEY SMITH BARNEY7+ years Filed as: MORGAN LEWIS & BOCKIUS LLP Service code 29 · EIN 23-0891050 | Legal | $26,990 |
THE SEGAL COMPANY7+ years Filed as: BUCHBINDER TUNICK & COMPANY LLP Service code 10 · EIN 13-1578842 | Accounting | $13,000 |
BMO HARRIS BANK NA7+ years Filed as: M&T BANK Service code 19 · EIN 16-0538020 | Securities Custodian | $5,461 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $91,409 | $78,339+16.7% | $85,708+6.7% | $93,010-1.7% |
| Participation rate | 95.4% | 72.5%+22.9pp | 69.9%+25.5pp | 73.9%+21.5pp |
| Annual return | 14.38% | 21.17%-6.8pp | 21.49%-7.1pp | 158.70%-144.3pp |
| Employer contribution / active EE | $4,367 | $2,560+70.6% | $2,618+66.8% | $2,705+61.4% |
| Participant deferral / active EE | $0 | $3,882-100.0% | $3,922-100.0% | $4,561-100.0% |
| Admin fee / account holder | $158 | $104+52.5% | $6,876-97.7% | $152+4.4% |