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| Provider | Service type | Compensation |
|---|---|---|
Filed as: MASSACHUSETTS MUTUAL LIFE INS CO Service code 64 · EIN 04-1590850 | Recordkeeping Fees | $247,307 |
Filed as: EMPOWER ANNUITY INS CO OF AMERICA Service code 64 · EIN 84-0467907 | Recordkeeping Fees | $66,675 |
CREATIVE PLANNING LLC1 year Service code 27 · EIN 43-1270780 | Advisory (Plan) | $32,008 |
Filed as: LOCKTON INFESTMENT ADVISOR, LLC Service code 16 · EIN 20-8874282 | Consulting | $32,008 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $26,752 | $130,052-79.4% | $86,698-69.1% | $77,906-65.7% |
| Participation rate | 85.2% | 85.9%-0.8pp | 76.6%+8.6pp | 73.7%+11.5pp |
| Annual return | -15.56% | -12.73%-2.8pp | 35.95%-51.5pp | 12.16%-27.7pp |
| Employer contribution / active EE | $1,179 | $3,214-63.3% | $2,837-58.4% | $2,846-58.6% |
| Participant deferral / active EE | $2,982 | $5,741-48.1% | $4,656-36.0% | $4,805-37.9% |
| Admin fee / account holder | $109 | $132-17.4% | $7,493-98.5% | $133-17.8% |