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| Provider | Service type | Compensation |
|---|---|---|
EPIC RETIREMENT PLAN SERVICES1+ years Filed as: RETIREMENT PLAN SOLUTIONS Service code 13 · EIN 30-0337628 PO BOX 250 · TIPTON, PA 16684 | Contract Administrator | $5,431 |
Filed as: MASSACHUSETTS MUTUAL LIFE INSURANCE Service code 52 · EIN 04-1590850 100 BRIGHT MEADOW BOULEVARD · ENFIELD, CT 06082 | Indirect Investment Fees | $3,690 |
Filed as: MUTUAL OF AMERICA LIFE INSURANCE CO Service code 12 320 PARK AVENUE · NEW YORK, NY 10022 | Participant loan processing; Claims p... | $1,512 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $12,027 | $46,360-74.1% | $147,617-91.9% | $52,331-77.0% |
| Participation rate | 78.4% | 64.9%+13.4pp | 84.6%-6.2pp | 68.1%+10.3pp |
| Annual return | 5.55% | 1.62%+3.9pp | 61.98%-56.4pp | 4.54%+1.0pp |
| Employer contribution / active EE | $490 | $2,126-76.9% | $5,564-91.2% | $1,882-74.0% |
| Participant deferral / active EE | $1,532 | $2,258-32.1% | $4,895-68.7% | $3,022-49.3% |
| Admin fee / account holder | $24 | $766-96.8% | $11,612-99.8% | $592-95.9% |