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 FUNDS3 years Filed as: NEWPORT CAPITAL GROUP Service code 27 · EIN 86-1109193 | Advisory (Plan) | $25,000 |
NERAL & COMPANY, PA3 years Service code 10 · EIN 22-3480145 | Accounting | $16,775 |
Filed as: PRUDENTIAL RETIREMENT INSURANCE Service code 13 · EIN 06-1050034 | Contract Administrator | $5,180 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $63,309 | $56,540+12.0% | $185,851-65.9% | $86,821-27.1% |
| Participation rate | 100.0% | 65.5%+34.5pp | 81.7%+18.3pp | 72.3%+27.7pp |
| Annual return | 17.05% | 118.20%-101.2pp | 122.11%-105.1pp | 97.94%-80.9pp |
| Employer contribution / active EE | $0 | $1,844-100.0% | $5,168-100.0% | $2,406-100.0% |
| Participant deferral / active EE | $7,257 | $2,555+184.0% | $5,569+30.3% | $4,132+75.6% |
| Admin fee / account holder | $79 | $150-47.5% | $16,245-99.5% | $170-53.7% |