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| Provider | Service type | Compensation |
|---|---|---|
T R PAUL INC.1+ years Filed as: TR PAUL INC Service code 27 · EIN 06-0906361 | Advisory (Plan) | $1,800 |
Filed as: MASSMUTUAL LIFE INSURANCE CO. Service code 15 · EIN 04-1590850 | Recordkeeping | $1,768 |
Service code 27 · EIN 95-3845382 | Advisory (Plan) | $0 |
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 | $33,212 | $43,550-23.7% | $63,244-47.5% | $52,331-36.5% |
| Participation rate | 100.0% | 65.7%+34.3pp | 71.0%+29.0pp | 68.1%+31.9pp |
| Annual return | -3.39% | 2.03%-5.4pp | -70.31%+66.9pp | 4.54%-7.9pp |
| Employer contribution / active EE | $1,943 | $1,351+43.8% | $2,322-16.3% | $1,882+3.3% |
| Participant deferral / active EE | $3,084 | $2,254+36.8% | $2,953+4.4% | $3,022+2.1% |
| Admin fee / account holder | $20 | $387-94.9% | $5,893-99.7% | $592-96.7% |