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| Provider | Service type | Compensation |
|---|---|---|
Filed as: EMPOWER ANNUITY INS COMPANY OF AMER Service code 15 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping | $31,670 |
NBT BANCORP NA1 year Filed as: NBT BANK NA DBA TPA EXPERTS Service code 13 41 CAMPUS DR · NEW GLOUCESTER, ME 04260 | Contract Administrator | $1,050 |
Filed as: MASSACHUSETTS MUTUAL LIFE INS COMPA Service code 27 | Advisory (Plan) | $0 |
Filed as: MML INVESTORS SERVICES LLC Service code 27 PO BOX 9500 · SPRINGFIELD, MA 011029500 | Advisory (Plan) | $0 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $92,342 | $79,169+16.6% | $100,415-8.0% | $74,478+24.0% |
| Participation rate | 91.6% | 79.4%+12.2pp | 81.5%+10.1pp | 67.2%+24.4pp |
| Annual return | 13.63% | 20.51%-6.9pp | 49.47%-35.8pp | 1370.56%-1356.9pp |
| Employer contribution / active EE | $2,045 | $3,017-32.2% | $3,943-48.1% | $2,626-22.1% |
| Participant deferral / active EE | $8,048 | $7,751+3.8% | $8,091-0.5% | $4,350+85.0% |
| Admin fee / account holder | $222 | $1,337-83.4% | $7,906-97.2% | $1,946-88.6% |