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| Provider | Service type | Compensation |
|---|---|---|
THE ANGELL PENSION GROUP, INC.3+ years Service code 13 · EIN 04-2530412 | Contract Administrator | $10,631 |
WELLS FARGO BANK, N.A.1 year Filed as: WELLS FARGO ADVISORS FINANCIAL NETW Service code 27 · EIN 48-1305000 | Advisory (Plan) | $4,928 |
Filed as: MASSACHUSETTS MUTUAL LIFE INS. CO Service code 52 · EIN 04-1590850 | Indirect Investment Fees | $4,115 |
AMERICAN FUNDS1 year Service code 52 · EIN 95-1411037 | Indirect Investment Fees | $0 |
BLACKROCK1 year Service code 52 · EIN 22-6437098 | Indirect Investment Fees | $0 |
FRANKLIN TEMPLETON1 year Service code 52 · EIN 13-3151768 | Indirect Investment Fees | $0 |
GOLDMAN SACHS1 year Service code 52 · EIN 13-5108880 | Indirect Investment Fees | $0 |
Filed as: JP MORGAN Service code 52 · EIN 31-1299296 | Indirect Investment Fees | $0 |
LORD ABBETT1 year Service code 52 · EIN 13-2669319 | Indirect Investment Fees | $0 |
Filed as: MASS MUTUAL LIFE INS. CO. Service code 52 | Indirect Investment 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 | $40,019 | $46,100-13.2% | $86,582-53.8% | $69,631-42.5% |
| Participation rate | 74.3% | 67.2%+7.1pp | 73.5%+0.7pp | 70.7%+3.6pp |
| Annual return | 17.08% | 21.02%-3.9pp | 965.08%-948.0pp | 27571.02%-27553.9pp |
| Employer contribution / active EE | $1,963 | $1,850+6.1% | $2,839-30.9% | $2,032-3.4% |
| Participant deferral / active EE | $1,555 | $2,432-36.1% | $3,609-56.9% | $3,224-51.8% |
| Admin fee / account holder | $18 | $94-80.8% | $4,904-99.6% | $110-83.7% |