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| Provider | Service type | Compensation |
|---|---|---|
Filed as: MASSACHUSETTS MUTUAL LIFE INSURANCE Service code 49 · EIN 04-1590850 | Other Services | $7,628 |
FIRST NATIONAL CORPORATION3 years Service code 27 · EIN 04-2541452 | Advisory (Plan) | $7,558 |
COMPASS 360, LLC3 years Filed as: COMPASS RETIREMENT CONSULTING GROUP Service code 13 · EIN 20-4795685 | Contract Administrator | $0 |
Annual investment return is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $151,571 | $81,494+86.0% | $133,978+13.1% | $73,497+106.2% |
| Participation rate | 95.8% | 76.4%+19.4pp | 79.8%+16.0pp | 70.7%+25.1pp |
| Annual return | 10.91% | 19.40%-8.5pp | 45.10%-34.2pp | 28.51%-17.6pp |
| Employer contribution / active EE | $1,658 | $2,210-25.0% | $3,919-57.7% | $2,270-27.0% |
| Participant deferral / active EE | $5,239 | $3,787+38.3% | $5,047+3.8% | $3,740+40.1% |
| Admin fee / account holder | $106 | $713-85.1% | $8,930-98.8% | $513-79.3% |