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| Provider | Service type | Compensation |
|---|---|---|
Filed as: MASSACHUSETTS MUTUAL LIFE INSURANCE Service code 52 · EIN 04-1590850 100 BRIGHT MEADOW BOULEVARD · ENFIELD, CT 06082 | Indirect Investment Fees | $12,373 |
HIGHLAND FINANCIAL, LTD1 year Service code 27 · EIN 25-1616884 915 MENOHER BLVD. · JOHNSTOWN, PA 15905 | Advisory (Plan) | $6,338 |
EPIC RETIREMENT PLAN SERVICES2+ years Filed as: RETIREMENT PLAN SOLUTIONS Service code 13 · EIN 30-0337628 PO BOX 250 · TIPTON, PA 16684 | Contract Administrator | $2,493 |
Filed as: MUTUAL OF AMERICA LIFE INSURANCE CO Service code 12 320 PARK AVENUE · NEW YORK, NY 10022 | Account maintenance fees; Claims proc... | $379 |
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 | $13,127 | $46,732-71.9% | $156,551-91.6% | $55,167-76.2% |
| Participation rate | 77.2% | 65.8%+11.4pp | 84.0%-6.8pp | 69.0%+8.2pp |
| Annual return | 7.25% | 17.72%-10.5pp | 32.23%-25.0pp | 169.23%-162.0pp |
| Employer contribution / active EE | $504 | $2,105-76.1% | $5,501-90.8% | $1,963-74.3% |
| Participant deferral / active EE | $1,524 | $2,204-30.9% | $4,871-68.7% | $3,054-50.1% |
| Admin fee / account holder | $58 | $418-86.1% | $13,028-99.6% | $504-88.5% |