Filed February 20, 2018
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| Provider | Service type | Compensation |
|---|---|---|
Filed as: MASSACHUSETTS MUTUAL LIFE INSURANCE Service code 27 · EIN 04-1590850 1295 STATE STREET · SPRINGFIELD, MA 01111 | Advisory (Plan) | $25,000 |
AMERICAN FUNDS2 years Filed as: NEWPORT CAPITAL GROUP Service code 27 · EIN 37-6572947 12 BROAD STREET, 5TH FL · RED BANK, NJ 077011014 | Advisory (Plan) | $25,000 |
NERAL & COMPANY, PA2 years Filed as: NERAL AND COMPANY Service code 10 · EIN 22-2321692 PO BOX 1727 · WALL, NJ 07719 | Accounting | $22,435 |
Service code 15 · EIN 06-1050034 | Recordkeeping | $10,325 |
FORT NASSAU GRAPHICS1 year Filed as: FORT NSSAU GRAPHICS Service code 38 · EIN 21-0695484 | Participant Communication | $697 |
METLIFE LIFE INSURANCE COMPANY6+ years Filed as: METROPOLITAN LIFE INSURANCE COMPANY Service code 15 · EIN 13-5581829 11225 N.COMMUNITY HOUSE · CHARLOTTE, NC 28277 | Recordkeeping | $0 |
Filed as: PRUDENTIAL INSURANCE CO OF AMERICA Service code 72 · EIN 22-1211670 | Other investment fees and expenses | $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 | $30,305 | $56,095-46.0% | $178,499-83.0% | $90,274-66.4% |
| Participation rate | 100.0% | 65.6%+34.4pp | 81.9%+18.1pp | 73.4%+26.6pp |
| Annual return | 14.52% | 28.81%-14.3pp | 151.10%-136.6pp | 53.97%-39.5pp |
| Employer contribution / active EE | $2,927 | $1,572+86.2% | $5,011-41.6% | $2,523+16.0% |
| Participant deferral / active EE | $0 | $2,669-100.0% | $5,202-100.0% | $4,231-100.0% |
| Admin fee / account holder | $45 | $101-55.4% | $13,986-99.7% | $114-60.7% |