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 FUNDS5 years Filed as: NEWPORT CAPITAL GROUP Service code 27 · EIN 86-1109193 | Advisory (Plan) | $25,000 |
HOLMAN FRENIA ALLISON PC2 years Filed as: HOLMAN FRENIA ALLISON, P.C. Service code 10 · EIN 22-3480145 1985 CEDAR BRIDGE AVE · LAKEWOOD, NJ 08701 | Accounting | $15,000 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 13 · EIN 06-1050034 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Contract Administrator | $10,818 |
Annual investment return is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $31,101 | $50,151-38.0% | $149,696-79.2% | $80,157-61.2% |
| Participation rate | 97.5% | 64.3%+33.2pp | 78.8%+18.8pp | 72.9%+24.6pp |
| Annual return | 14.64% | 29.80%-15.2pp | 134.46%-119.8pp | 40.39%-25.8pp |
| Employer contribution / active EE | $2,800 | $1,867+50.0% | $4,821-41.9% | $2,977-6.0% |
| Participant deferral / active EE | $0 | $3,194-100.0% | $5,682-100.0% | $5,015-100.0% |
| Admin fee / account holder | $89 | $153-41.8% | $13,212-99.3% | $145-38.7% |