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| Provider | Service type | Compensation |
|---|---|---|
T R PAUL INC.4+ years Filed as: TR PAUL INC Service code 27 · EIN 06-0906361 | Advisory (Plan) | $13,290 |
Filed as: MASSMUTUAL LIFE INSURANCE CO. Service code 15 · EIN 04-1590850 | Recordkeeping | $3,746 |
Service code 27 · EIN 95-3845382 | Advisory (Plan) | $0 |
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 | $37,329 | $43,504-14.2% | $68,612-45.6% | $56,289-33.7% |
| Participation rate | 100.0% | 67.8%+32.2pp | 72.2%+27.8pp | 69.9%+30.1pp |
| Annual return | -3.97% | -3.15%-0.8pp | -4.63%+0.7pp | -9.96%+6.0pp |
| Employer contribution / active EE | $1,857 | $1,525+21.8% | $2,625-29.2% | $2,111-12.0% |
| Participant deferral / active EE | $3,314 | $2,509+32.1% | $3,311+0.1% | $3,350-1.1% |
| Admin fee / account holder | $97 | $515-81.2% | $5,131-98.1% | $521-81.4% |