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| Provider | Service type | Compensation |
|---|---|---|
NEPC, LLC4+ years Service code 27 · EIN 26-1429809 | Advisory (Plan) | $128,693 |
FID INV INST OPS CO4+ years Filed as: FID INVEST INST OPS CO Service code 37 · EIN 04-2647786 | Loan Processing | $127,844 |
RSM US LLP1 year Service code 10 · EIN 42-0714325 | Accounting | $37,014 |
THOMPSON HINE4+ years Service code 29 · EIN 34-0575300 | Legal | $11,073 |
FID INV INST OPS CO4+ years Service code 60 | Sub-TA Fees | $0 |
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $199,812 | $78,852+153.4% | $76,768+160.3% | $75,289+165.4% |
| Participation rate | 96.3% | 85.0%+11.4pp | 77.0%+19.4pp | 72.4%+23.9pp |
| Annual return | -4.19% | -1.29%-2.9pp | 2.43%-6.6pp | -0.04%-4.2pp |
| Employer contribution / active EE | $6,197 | $2,794+121.7% | $2,485+149.3% | $2,405+157.7% |
| Participant deferral / active EE | $13,377 | $4,800+178.7% | $3,852+247.3% | $3,739+257.8% |
| Admin fee / account holder | $64 | $79-19.6% | $6,676-99.0% | $102-37.9% |