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| Provider | Service type | Compensation |
|---|---|---|
MEBA MEDICAL AND BENEFITS PLAN8+ years Service code 15 · EIN 13-5590515 | Recordkeeping | $58,684 |
NEPC, LLC8+ years Filed as: NEPC LLC Service code 17 · EIN 26-1429809 | Pension Consulting | $44,213 |
SLEVIN & HART, P.C.8+ years Service code 29 · EIN 52-1708613 | Legal | $37,538 |
THE SEGAL COMPANY8+ years Filed as: BUCHBINDER TUNICK & COMPANY LLP Service code 10 · EIN 13-1578842 | Accounting | $14,068 |
Filed as: FIDELITY INVSMTS INST OPER CO LLC Service code 15 · EIN 04-2647786 | Recordkeeping | $11,486 |
MORGAN STANLEY SMITH BARNEY8+ years Filed as: MORGAN LEWIS & BOCKIUS LLP Service code 29 · EIN 23-0891050 | Legal | $10,779 |
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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $73,749 | $63,321+16.5% | $68,815+7.2% | $77,906-5.3% |
| Participation rate | 95.4% | 71.1%+24.3pp | 69.0%+26.4pp | 73.7%+21.7pp |
| Annual return | -16.46% | -6.50%-10.0pp | -6.37%-10.1pp | 12.16%-28.6pp |
| Employer contribution / active EE | $4,623 | $2,794+65.5% | $2,656+74.0% | $2,846+62.4% |
| Participant deferral / active EE | $0 | $4,029-100.0% | $3,943-100.0% | $4,805-100.0% |
| Admin fee / account holder | $122 | $104+17.4% | $4,936-97.5% | $133-7.6% |