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| Provider | Service type | Compensation |
|---|---|---|
INSURANCE PROGRAMMERS, INC.1+ years Filed as: INSURANCE PROGRAMMERS, INC Service code 13 · EIN 06-0811449 | Contract Administrator | $46,812 |
THE SEGAL COMPANY1+ years Filed as: SEGAL, ROITMAN Service code 29 · EIN 04-2489114 | Legal | $17,656 |
MARCO CONSULTING GROUP1+ years Filed as: MARCO CONSULTING Service code 27 · EIN 36-3555078 | Advisory (Plan) | $13,200 |
Service code 10 · EIN 06-0931761 | Accounting | $9,916 |
Filed as: MASSMUTUAL LIFE INS CO Service code 51 · EIN 04-1590850 | Investment Mgmt Fees | $100 |
Filed as: MASSACHUSETTS MUTUAL LIFE INS. CO Service code 60 | Sub-TA Fees | $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 | $102,338 | $57,921+76.7% | $84,753+20.7% | $57,658+77.5% |
| Participation rate | 88.5% | 72.9%+15.6pp | 76.6%+11.9pp | 70.2%+18.3pp |
| Annual return | 1.30% | 10.24%-8.9pp | 22.78%-21.5pp | 5.13%-3.8pp |
| Employer contribution / active EE | $3,070 | $2,598+18.2% | $3,574-14.1% | $1,974+55.6% |
| Participant deferral / active EE | $0 | $2,742-100.0% | $3,712-100.0% | $3,061-100.0% |
| Admin fee / account holder | $172 | $130+32.5% | $5,333-96.8% | $95+81.7% |