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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 04-2530412 | Contract Administrator | $35,800 |
CITRIN COOPERMAN1 year Service code 10 · EIN 22-2428965 | Accounting | $28,140 |
LPL FINANCIAL3 years Service code 17 · EIN 95-2834236 | Pension Consulting | $12,000 |
Filed as: MASSACHUSETTS MUTUAL LIFE INS. CO Service code 49 · EIN 04-1590850 | Other Services | $10,289 |
AMERICAN FUNDS2 years Service code 52 · EIN 95-1411037 | Indirect Investment Fees | $0 |
INVESCO2 years Service code 52 · EIN 84-0933032 | Indirect Investment Fees | $0 |
MORGAN STANLEY SMITH BARNEY2 years Filed as: JP MORGAN Service code 52 · EIN 33-1043149 | Indirect Investment Fees | $0 |
Filed as: MASSACHUSETTS MUTUAL LIFE INSURANCE Service code 49 | Other Services | $0 |
MFS INVESTMENT MANAGEMENT2 years Service code 52 · EIN 04-3158862 | Indirect Investment Fees | $0 |
PARNASSUS2 years Service code 52 · EIN 94-6579180 | Indirect Investment Fees | $0 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match 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 | $10,553 | $37,196-71.6% | $154,108-93.2% | $55,725-81.1% |
| Participation rate | 87.4% | 64.1%+23.3pp | 83.0%+4.3pp | 70.9%+16.5pp |
| Annual return | -5.42% | 1319.68%-1325.1pp | 735.21%-740.6pp | 244.93%-250.4pp |
| Employer contribution / active EE | $521 | $1,614-67.7% | $5,298-90.2% | $2,078-74.9% |
| Participant deferral / active EE | $1,402 | $2,068-32.2% | $5,081-72.4% | $3,356-58.2% |
| Admin fee / account holder | $102 | $102+0.7% | $13,411-99.2% | $115-11.1% |