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| Provider | Service type | Compensation |
|---|---|---|
Filed as: MASSACHUSETTS MUTUAL LIFE INSURANCE Service code 49 · EIN 04-1590850 1295 STATE STREET · SPRINGFIELD, MA 01111 | Other Services | $25,245 |
RAYMOND JAMES FINANCIAL SERVICES5+ years Filed as: RAYMOND JAMES & ASSOCIATES Service code 27 · EIN 59-1237041 880 CARILLON PKWY · ST. PETERSBURG, FL 33716 | Advisory (Plan) | $12,000 |
Filed as: BENEFIT PLANS PLUS, LLC Service code 13 · EIN 43-1829594 6 CITYPLACE DR., STE. 700 · ST. LOUIS, MO 63141 | Contract Administrator | $7,219 |
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 | $69,214 | $65,376+5.9% | $87,102-20.5% | $65,185+6.2% |
| Participation rate | 93.1% | 75.3%+17.7pp | 76.9%+16.2pp | 70.2%+22.9pp |
| Annual return | 16.78% | 31.27%-14.5pp | 28.19%-11.4pp | 29.38%-12.6pp |
| Employer contribution / active EE | $2,492 | $1,822+36.7% | $2,521-1.2% | $2,177+14.5% |
| Participant deferral / active EE | $5,090 | $3,388+50.2% | $4,048+25.7% | $3,514+44.9% |
| Admin fee / account holder | $221 | $520-57.4% | $7,491-97.0% | $847-73.9% |