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| Provider | Service type | Compensation |
|---|---|---|
NEPC, LLC1 year Filed as: NEPC LLC Service code 29 · EIN 26-1429809 | Legal | $66,196 |
Service code 12 · EIN 13-3689044 | Direct payment from the plan; Recordk... | $63,960 |
ADEPTUS PARTNERS LLC6 years Service code 10 · EIN 20-1835208 | Accounting | $12,600 |
NATIONAL FINANCIAL SERVICES9+ years Service code 33 · EIN 04-3523567 | Securities brokerage commissions and ... | $0 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant exceed $250,000 - top-decile high-value plan.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $369,617 | $91,424+304.3% | $135,942+171.9% | $71,495+417.0% |
| Participation rate | 100.0% | 75.7%+24.3pp | 81.9%+18.1pp | 67.9%+32.1pp |
| Annual return | 14.42% | 29.90%-15.5pp | 68.28%-53.9pp | 28.85%-14.4pp |
| Employer contribution / active EE | $4,243 | $3,704+14.6% | $4,858-12.7% | $2,589+63.9% |
| Participant deferral / active EE | $16,622 | $7,092+134.4% | $7,759+114.2% | $4,291+287.4% |
| Admin fee / account holder | $643 | $1,266-49.2% | $10,764-94.0% | $1,588-59.5% |