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| Provider | Service type | Compensation |
|---|---|---|
KESTRA INVESTMENT SERVICES LLC3+ years Service code 53 · EIN 74-2794194 | Insurance Commissions | $25,914 |
Filed as: MASSACHUSETTS MUTUAL LIFE INSURANCE Service code 13 | Contract Administrator | $11,151 |
Filed as: MASS MUTUAL LIFE INSURANCE COMPANY Service code 15 · EIN 04-1590850 | Recordkeeping | $8,987 |
THE ANGELL PENSION GROUP, INC.3+ years Service code 13 · EIN 04-2530412 | Contract Administrator | $1,007 |
ALGER1 year Service code 52 · EIN 13-3733280 | Indirect Investment Fees | $0 |
AMERICAN CENTURY1 year Service code 52 · EIN 94-3226139 | Indirect Investment Fees | $0 |
DELAWARE INVESTMENTS1 year Service code 52 · EIN 23-2651520 | Indirect Investment Fees | $0 |
Service code 27 · EIN 61-1732930 | Advisory (Plan) | $0 |
INVESCO1 year Service code 52 · EIN 95-2513084 | Indirect Investment Fees | $0 |
IVY FUNDS1 year Service code 52 · EIN 48-1112076 | Indirect Investment Fees | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $42,550 | $37,196+14.4% | $154,111-72.4% | $55,725-23.6% |
| Participation rate | 36.5% | 64.1%-27.6pp | 83.0%-46.6pp | 70.9%-34.4pp |
| Annual return | 9.09% | 1319.68%-1310.6pp | 735.18%-726.1pp | 244.93%-235.8pp |
| Employer contribution / active EE | $446 | $1,614-72.3% | $5,298-91.6% | $2,078-78.5% |
| Participant deferral / active EE | $1,035 | $2,068-50.0% | $5,081-79.6% | $3,356-69.2% |
| Admin fee / account holder | $34 | $102-66.1% | $13,411-99.7% | $115-70.1% |