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| Provider | Service type | Compensation |
|---|---|---|
INSURANCE PROGRAMMERS, INC.2+ years Filed as: INSURANCE PROGRAMMERS Service code 12 · EIN 06-0811449 P. O. BOX 5817 · WALLINGFORD, CT 06492 | Claims processing | $23,225 |
GOULET SALVIDIO & ASSOC.1 year Service code 10 · EIN 01-2623065 9 IRVING STREET · WORCESTER, MA 01609 | Accounting | $15,888 |
ROBERT CHEVERIE2+ years Filed as: ROBERT M. CHEVERIE & ASSOCIATES Service code 29 · EIN 06-1335139 333 EAST RIVER DRIVE · EAST HARTFORD, CT 06108 | Legal | $13,146 |
CIPC SYSTEMS, INC.1 year Service code 52 · EIN 04-2880260 250 HAMPTON STREET · AUBURN, MA 01501 | Indirect Investment Fees | $2,600 |
Filed as: COMMONWEALTH FINANCIAL Service code 26 · EIN 04-2675571 29 SAWYER ROAD · WALTHAM, MA 02453 | Advisory (Participants) | $0 |
Filed as: MASS MUTUAL LIFE INS. CO. Service code 60 | Sub-TA Fees | $0 |
Service code 60 | Sub-TA Fees | $0 |
Filed as: MASSACHUSETTS MUTUAL LIFE INSURANCE Service code 60 | Sub-TA Fees | $0 |
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 | $83,468 | $57,921+44.1% | $84,753-1.5% | $57,658+44.8% |
| Participation rate | 96.5% | 72.9%+23.5pp | 76.6%+19.9pp | 70.2%+26.2pp |
| Annual return | 5.22% | 10.24%-5.0pp | 22.78%-17.6pp | 5.13%+0.1pp |
| Employer contribution / active EE | $4,805 | $2,598+84.9% | $3,574+34.4% | $1,974+143.5% |
| Participant deferral / active EE | $0 | $2,742-100.0% | $3,712-100.0% | $3,061-100.0% |
| Admin fee / account holder | $245 | $130+88.9% | $5,333-95.4% | $95+159.1% |