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| Provider | Service type | Compensation |
|---|---|---|
Filed as: TROUT EBERSOLE AND GROFF LLP Service code 99 · EIN 23-1551315 | Other Fees | $3,450 |
Filed as: MASSACHUSETTS MUTUAL LIFE INSURANCE Service code 60 · EIN 04-1590850 | Sub-TA Fees | $740 |
Filed as: EMPOWER ANNUITY INS CO OF AMERICA Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $100 |
ALLEN, GIBBS & HOULIK, L.C.3 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 AND 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 | $184,059 | $84,499+117.8% | $125,391+46.8% | $66,949+174.9% |
| Participation rate | 94.8% | 76.4%+18.4pp | 82.4%+12.4pp | 69.8%+25.0pp |
| Annual return | -8.71% | -8.49%-0.2pp | 572.41%-581.1pp | 1.57%-10.3pp |
| Employer contribution / active EE | $7,003 | $3,554+97.1% | $4,816+45.4% | $2,545+175.1% |
| Participant deferral / active EE | $7,344 | $6,785+8.2% | $7,448-1.4% | $4,239+73.2% |
| Admin fee / account holder | $5 | $685-99.3% | $10,009-100.0% | $594-99.2% |