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| Provider | Service type | Compensation |
|---|---|---|
Filed as: MASSACHUSETTS MUTUAL LIFE INSURANCE Service code 60 · EIN 04-1590850 | Sub-TA Fees | $665 |
ALLEN, GIBBS & HOULIK, L.C.2 years Filed as: ALLEN WESLEY CARR Service code 53 114 FOXSHIRE DR · LANCASTER, PA 17601 | Insurance Commissions | $0 |
Filed as: MML INVESTORS SERVICES INC Service code 53 · EIN 04-2736212 | Insurance Commissions | $0 |
Filed as: RETIREMENT & BENEFIT SYSTEMS LLC Service code 13 · EIN 06-1456310 | Contract Administrator | $0 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $243,535 | $104,479+133.1% | $159,474+52.7% | $79,391+206.8% |
| Participation rate | 100.0% | 76.6%+23.4pp | 82.8%+17.2pp | 70.7%+29.3pp |
| Annual return | 16.36% | 67.98%-51.6pp | 263.68%-247.3pp | 116.88%-100.5pp |
| Employer contribution / active EE | $8,155 | $3,417+138.7% | $4,831+68.8% | $2,428+235.9% |
| Participant deferral / active EE | $9,135 | $6,468+41.2% | $7,353+24.2% | $4,046+125.8% |
| Admin fee / account holder | $5 | $711-99.2% | $10,802-100.0% | $627-99.1% |