Filed February 20, 2018
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| Provider | Service type | Compensation |
|---|---|---|
Filed as: MASSACHUSETTS MUTUAL LIFE INSURANCE Service code 27 · EIN 04-1590850 | Advisory (Plan) | $25,000 |
AMERICAN FUNDS4 years Filed as: NEWPORT CAPITAL GROUP Service code 27 · EIN 86-1109193 | Advisory (Plan) | $25,000 |
HOLMAN FRENIA ALLISON PC1 year Filed as: HOLMAN FRENIA ALLISON, P.C. Service code 10 · EIN 22-3480145 | Accounting | $17,700 |
Service code 13 · EIN 06-1050034 | Contract Administrator | $12,870 |
Filed as: THE PRUDENTIAL INSURANCE COMPANY OF Service code 15 | Recordkeeping | $0 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $28,429 | $45,000-36.8% | $143,757-80.2% | $77,904-63.5% |
| Participation rate | 100.0% | 66.8%+33.2pp | 80.3%+19.7pp | 73.7%+26.3pp |
| Annual return | -15.06% | 29.03%-44.1pp | -0.04%-15.0pp | 12.21%-27.3pp |
| Employer contribution / active EE | $2,994 | $1,870+60.1% | $4,951-39.5% | $2,848+5.1% |
| Participant deferral / active EE | $0 | $3,157-100.0% | $5,637-100.0% | $4,806-100.0% |
| Admin fee / account holder | $45 | $98-54.6% | $14,673-99.7% | $133-66.3% |