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| Provider | Service type | Compensation |
|---|---|---|
KESTRA INVESTMENT SERVICES LLC4+ years Service code 53 · EIN 74-2794194 | Insurance Commissions | $28,104 |
Filed as: MASS MUTUAL LIFE INSURANCE COMPANY Service code 15 · EIN 04-1590850 | Recordkeeping | $14,481 |
Filed as: MASSACHUSETTS MUTUAL LIFE INSURANCE Service code 13 | Contract Administrator | $9,899 |
ALGER2 years Service code 52 · EIN 13-3733280 | Indirect Investment Fees | $0 |
AMERICAN CENTURY2 years Service code 52 · EIN 94-3226139 | Indirect Investment Fees | $0 |
DELAWARE INVESTMENTS2 years Service code 52 · EIN 23-2651520 | Indirect Investment Fees | $0 |
Service code 27 · EIN 61-1732930 | Advisory (Plan) | $0 |
INVESCO2 years Service code 52 · EIN 95-2513084 | Indirect Investment Fees | $0 |
IVY FUNDS2 years Service code 52 · EIN 48-1112076 | Indirect Investment Fees | $0 |
NORTHERN FUNDS2 years Service code 52 · EIN 20-8294681 | Indirect Investment Fees | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
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 | $43,507 | $62,928-30.9% | $172,755-74.8% | $67,579-35.6% |
| Participation rate | 40.8% | 64.5%-23.6pp | 82.6%-41.8pp | 71.3%-30.5pp |
| Annual return | 5.87% | 30.36%-24.5pp | 802.94%-797.1pp | 378.56%-372.7pp |
| Employer contribution / active EE | $553 | $1,636-66.2% | $5,144-89.2% | $2,148-74.3% |
| Participant deferral / active EE | $1,380 | $2,145-35.7% | $5,198-73.4% | $3,539-61.0% |
| Admin fee / account holder | $48 | $167-71.4% | $13,955-99.7% | $142-66.5% |