Filed February 20, 2018
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| Provider | Service type | Compensation |
|---|---|---|
Filed as: MASS MUTUAL Service code 27 · EIN 04-1590850 | Advisory (Plan) | $25,000 |
AMERICAN FUNDS2 years Filed as: NEWPORT CAPITAL GROUP Service code 27 · EIN 86-1109193 | Advisory (Plan) | $25,000 |
NERAL & COMPANY, PA2 years Service code 10 · EIN 22-2321692 | Accounting | $16,435 |
Service code 15 · EIN 06-1050034 | Recordkeeping | $4,495 |
FORT NASSAU GRAPHICS1 year Service code 38 · EIN 21-0695484 | Participant Communication | $949 |
METLIFE LIFE INSURANCE COMPANY6+ years Filed as: METROPOLITAN LIFE INSURANCE COMPANY Service code 64 · EIN 13-5581829 11225 NO. COMMUNITY HOUSE · CHARLOTTE, NC 28277 | Recordkeeping Fees | $0 |
Filed as: PRUDENTIAL INSURANCE CO OF AMERICA Service code 72 · EIN 22-1211670 | Other investment fees and expenses | $0 |
Counterparties on defaulted loans (Part 1), defaulted leases (Part 2), and non-exempt prohibited transactions (Part 3). Presence of any row warrants fiduciary review.
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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 | $57,681 | $52,293+10.3% | $178,503-67.7% | $73,412-21.4% |
| Participation rate | 100.0% | 65.3%+34.7pp | 81.9%+18.1pp | 72.2%+27.8pp |
| Annual return | 16.04% | 34.75%-18.7pp | 151.12%-135.1pp | 59.30%-43.3pp |
| Employer contribution / active EE | $0 | $1,736-100.0% | $5,011-100.0% | $2,234-100.0% |
| Participant deferral / active EE | $6,794 | $2,333+191.2% | $5,202+30.6% | $3,806+78.5% |
| Admin fee / account holder | $86 | $127-32.7% | $13,987-99.4% | $158-45.7% |