Filed February 20, 2018
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| Provider | Service type | Compensation |
|---|---|---|
NERAL & COMPANY, PA1 year Filed as: NERAL AND COMPANY Service code 10 · EIN 22-2321692 PO BOX 1727 · WALL, NJ 07719 | Accounting | $27,001 |
Filed as: MASSACHUSETTS MUTUAL LIFE INSURANCE Service code 27 · EIN 04-1590850 1295 STATE STREET · SPRINGFIELD, MA 01111 | Advisory (Plan) | $18,750 |
AMERICAN FUNDS1 year Filed as: NEWPORT CAPITAL GROUP Service code 27 · EIN 37-6572947 12 BROAD STREET, 5TH FL · RED BANK, NJ 077011014 | Advisory (Plan) | $18,750 |
METLIFE LIFE INSURANCE COMPANY5+ years Filed as: METROPOLITAN LIFE INSURANCE COMPANY Service code 64 · EIN 13-5581829 11225 N.COMMUNITY HOUSE · CHARLOTTE, NC 28277 | Recordkeeping Fees | $15,848 |
Service code 13 · EIN 06-1050034 | Contract Administrator | $11,720 |
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 | $25,785 | $47,456-45.7% | $172,752-85.1% | $77,775-66.8% |
| Participation rate | 100.0% | 66.3%+33.7pp | 82.6%+17.4pp | 73.2%+26.8pp |
| Annual return | 18.35% | 35.57%-17.2pp | 802.97%-784.6pp | 32.58%-14.2pp |
| Employer contribution / active EE | $2,600 | $1,574+65.2% | $5,144-49.5% | $2,504+3.8% |
| Participant deferral / active EE | $0 | $2,560-100.0% | $5,198-100.0% | $3,966-100.0% |
| Admin fee / account holder | $50 | $81-38.2% | $13,955-99.6% | $100-50.1% |