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| Provider | Service type | Compensation |
|---|---|---|
SUMMIT EQUITIES, INC.1 year Filed as: SUMMIT EQUITIES INC. Service code 50 | Direct Payment | $57,805 |
Filed as: LAWRENCE BELL Service code 56 · EIN 22-2387914 | Non-monetary compensation | $3,654 |
Filed as: MASSMUTUAL RETIREMENT SERVICES, LLC Service code 15 · EIN 26-1589907 | Recordkeeping | $1,735 |
RELIANCE TRUST COMPANY1 year Service code 19 · EIN 58-1428634 | Securities Custodian | $132 |
MORNINGSTAR1 year Filed as: MORNINGSTAR ASSOCIATES, LLC Service code 49 · EIN 36-4317381 | Other Services | $21 |
SUMMIT EQUITIES, INC.1 year Filed as: SUMMIT EQUITIES Service code 50 · EIN 22-2387914 | Direct Payment | $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 | $107,289 | $63,314+69.5% | $91,004+17.9% | $62,293+72.2% |
| Participation rate | 72.0% | 73.3%-1.3pp | 75.6%-3.6pp | 69.5%+2.5pp |
| Annual return | 17.79% | 21.00%-3.2pp | 4.60%+13.2pp | 28.90%-11.1pp |
| Employer contribution / active EE | $2,222 | $1,807+22.9% | $2,456-9.5% | $2,042+8.8% |
| Participant deferral / active EE | $6,496 | $2,944+120.7% | $3,548+83.1% | $3,169+105.0% |
| Admin fee / account holder | $16 | $468-96.5% | $5,417-99.7% | $479-96.6% |