Filed September 9, 2024 (most recent of 2 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
Filed as: MASS MUTUAL LIFE INSURANCE CO Service code 15 · EIN 04-1590850 | Recordkeeping | $43,531 |
SENTINEL PENSION ADVISORS2+ years Filed as: SENTINEL PENSION AND PAYROLL Service code 37 6811 JEFFERSON HWY · BATON ROUGE, LA 70806 | Loan Processing | $21,671 |
HANNIS T. BOURGEOIS, LLP1 year Filed as: HANNIS T. BOURGEOIS Service code 10 2322 TREMONT DRIVE · BATON ROUGE, LA 70809 | Accounting | $18,000 |
Filed as: ENVESTNET RETIREMENT SOLUTIONS Service code 54 · EIN 61-1732930 | Sales Loads | $0 |
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $50,826 | $89,739-43.4% | $149,718-66.1% | $62,292-18.4% |
| Participation rate | 92.6% | 85.1%+7.5pp | 87.1%+5.5pp | 69.5%+23.1pp |
| Annual return | 17.34% | 21.01%-3.7pp | 1501.63%-1484.3pp | 28.90%-11.6pp |
| Employer contribution / active EE | $2,501 | $3,233-22.6% | $5,445-54.1% | $2,042+22.5% |
| Participant deferral / active EE | $4,399 | $4,797-8.3% | $6,569-33.0% | $3,169+38.8% |
| Admin fee / account holder | $164 | $551-70.3% | $11,283-98.6% | $479-65.9% |