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| Provider | Service type | Compensation |
|---|---|---|
INSURANCE PROGRAMMERS, INC.2+ years Filed as: INSURANCE PROGRAMMERS, INC Service code 13 · EIN 06-0811449 | Contract Administrator | $46,812 |
THE SEGAL COMPANY2+ years Filed as: SEGAL, ROITMAN Service code 29 · EIN 04-2489114 | Legal | $16,904 |
Service code 10 · EIN 06-0931761 | Accounting | $11,512 |
MARCO CONSULTING GROUP2+ years Filed as: MARCO CONSULTING Service code 27 · EIN 36-3555078 | Advisory (Plan) | $6,600 |
THE SEGAL COMPANY1 year Filed as: SEGAL MARCO ADVISORS Service code 27 · EIN 13-2646110 | Advisory (Plan) | $6,600 |
Filed as: MASSMUTUAL LIFE INS CO Service code 51 · EIN 04-1590850 | Investment Mgmt Fees | $200 |
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 | $114,605 | $60,545+89.3% | $92,240+24.2% | $69,631+64.6% |
| Participation rate | 81.8% | 72.2%+9.7pp | 76.5%+5.4pp | 70.7%+11.2pp |
| Annual return | 10.92% | 19.71%-8.8pp | 176.29%-165.4pp | 27571.02%-27560.1pp |
| Employer contribution / active EE | $3,379 | $2,633+28.3% | $3,680-8.2% | $2,032+66.3% |
| Participant deferral / active EE | $0 | $2,828-100.0% | $3,897-100.0% | $3,224-100.0% |
| Admin fee / account holder | $176 | $145+21.4% | $5,194-96.6% | $110+59.1% |