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| Provider | Service type | Compensation |
|---|---|---|
NEPC, LLC10+ years Filed as: NEPC LLC Service code 17 · EIN 26-1429809 | Pension Consulting | $64,081 |
MEBA MEDICAL AND BENEFITS PLAN10+ years Service code 15 · EIN 13-5590515 | Recordkeeping | $63,841 |
MORGAN STANLEY SMITH BARNEY10+ years Filed as: MORGAN LEWIS & BOCKIUS LLP Service code 29 · EIN 23-0891050 | Legal | $41,291 |
SLEVIN & HART, P.C.10+ years Service code 29 · EIN 52-1708613 | Legal | $31,729 |
WEAVER AND TIDWELL, LLP1 year Filed as: WEAVER AND TIDWELL, L.L.P. Service code 10 · EIN 75-0786316 | Accounting | $14,400 |
BMO HARRIS BANK NA10+ years Filed as: M&T BANK Service code 19 · EIN 16-0538020 | Securities Custodian | $11,893 |
Filed as: FIDELITY INVSMTS INST OPER CO LLC Service code 15 · EIN 04-2647786 | Recordkeeping | $8,919 |
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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $95,630 | $81,301+17.6% | $76,030+25.8% | $200,096-52.2% |
| Participation rate | 95.7% | 70.1%+25.7pp | 69.1%+26.7pp | 72.0%+23.7pp |
| Annual return | 13.18% | 16.31%-3.1pp | 361.54%-348.4pp | 34.26%-21.1pp |
| Employer contribution / active EE | $5,262 | $3,352+57.0% | $2,688+95.8% | $3,038+73.2% |
| Participant deferral / active EE | $0 | $4,721-100.0% | $4,257-100.0% | $5,090-100.0% |
| Admin fee / account holder | $135 | $145-6.6% | $6,421-97.9% | $269-49.7% |