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| Provider | Service type | Compensation |
|---|---|---|
Filed as: MASSACHUSETTS MUTUAL LIFE INS COMP Service code 55 PO BOX 771115 · CINCINNATI, OH 452771115 | Other Commissions | $5,956 |
RYAN LABS ASSET MANAGEMENT4 years Filed as: RYAN & COSCIA PC Service code 10 256 ESSEX ST · SALEM, MA 01970 | Accounting | $4,345 |
Filed as: ADVISED ASSETS GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $3,382 |
SECURITIES AMERICA INC2 years Service code 55 12325 PORT GRACE BLVD · LA VISTA, NE 68128 | Other Commissions | $1,985 |
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $0 |
Annual investment return is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $28,078 | $55,636-49.5% | $81,982-65.8% | $73,497-61.8% |
| Participation rate | 77.9% | 62.3%+15.6pp | 69.3%+8.6pp | 70.7%+7.2pp |
| Annual return | 8.05% | 19.07%-11.0pp | 41.31%-33.3pp | 28.51%-20.5pp |
| Employer contribution / active EE | $671 | $1,625-58.7% | $2,498-73.2% | $2,270-70.5% |
| Participant deferral / active EE | $1,575 | $2,762-43.0% | $3,722-57.7% | $3,740-57.9% |
| Admin fee / account holder | $51 | $493-89.6% | $5,665-99.1% | $513-90.1% |