Filed August 5, 2021 (most recent of 5 filings on file)
Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
FID INV INST OPS CO2 years Service code 15 · EIN 04-2647786 | Recordkeeping | $264,090 |
Service code 12 · EIN 13-3689044 | Recordkeeping fees; Account maintenan... | $5,897 |
Filed as: MASS MUTUAL Service code 15 · EIN 04-1590850 | Recordkeeping | $240 |
Filed as: VOYA Service code 15 · EIN 71-0294708 | Recordkeeping | $151 |
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $88,217 | $67,512+30.7% | $185,854-52.5% | $93,010-5.2% |
| Participation rate | 92.8% | 67.1%+25.7pp | 81.7%+11.1pp | 73.9%+18.9pp |
| Annual return | 16.13% | 21.04%-4.9pp | 122.12%-106.0pp | 158.70%-142.6pp |
| Employer contribution / active EE | $4,021 | $1,783+125.5% | $5,169-22.2% | $2,705+48.6% |
| Participant deferral / active EE | $6,615 | $3,035+117.9% | $5,569+18.8% | $4,561+45.0% |
| Admin fee / account holder | $56 | $318-82.5% | $16,246-99.7% | $152-63.4% |