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 | $9,420 |
NERAL & COMPANY, PA4 years Service code 10 · EIN 22-2321692 | Accounting | $7,383 |
Service code 13 · EIN 06-1050034 | Contract Administrator | $5,295 |
Filed as: THE PRUDENTIAL INSURANCE COMPANY OF Service code 15 | Recordkeeping | $0 |
Employer contribution per participant 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 | $54,688 | $46,332+18.0% | $143,797-62.0% | $64,824-15.6% |
| Participation rate | 100.0% | 64.2%+35.8pp | 80.3%+19.7pp | 71.5%+28.5pp |
| Annual return | -15.26% | -10.05%-5.2pp | -0.04%-15.2pp | 32.84%-48.1pp |
| Employer contribution / active EE | $8 | $1,911-99.6% | $4,952-99.8% | $2,507-99.7% |
| Participant deferral / active EE | $7,112 | $2,647+168.7% | $5,638+26.1% | $4,311+65.0% |
| Admin fee / account holder | $87 | $154-43.7% | $14,679-99.4% | $188-53.9% |