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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 | $13,875 |
HIGHLAND FINANCIAL, LTD2 years Service code 27 · EIN 25-1616884 915 MENOHER BLVD. · JOHNSTOWN, PA 15905 | Advisory (Plan) | $7,866 |
EPIC RETIREMENT PLAN SERVICES3+ years Filed as: RETIREMENT PLAN SOLUTIONS Service code 13 · EIN 30-0337628 PO BOX 250 · TIPTON, PA 16684 | Contract Administrator | $2,558 |
Filed as: MUTUAL OF AMERICA LIFE INSURANCE CO Service code 12 320 PARK AVENUE · NEW YORK, NY 10022 | Account maintenance fees; Participant... | $216 |
ALGER1 year Service code 52 · EIN 13-3733280 | Indirect Investment Fees | $0 |
AMERICAN FUNDS1 year Service code 52 · EIN 94-6050854 | Indirect Investment Fees | $0 |
ARIEL INVESTMENTS, LLC1 year Filed as: ARIEL INVESTMENTS Service code 52 · EIN 02-0712418 | Indirect Investment Fees | $0 |
COLUMBIA1 year Service code 52 · EIN 56-0906609 | Indirect Investment Fees | $0 |
FRANKLIN TEMPLETON1 year Service code 52 · EIN 22-6586780 | Indirect Investment Fees | $0 |
Service code 52 · EIN 04-3158862 | Indirect Investment Fees | $0 |
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 | $16,335 | $55,453-70.5% | $170,435-90.4% | $62,293-73.8% |
| Participation rate | 88.4% | 66.4%+22.0pp | 83.6%+4.8pp | 69.5%+18.9pp |
| Annual return | 19.66% | 21.38%-1.7pp | 205.94%-186.3pp | 28.90%-9.2pp |
| Employer contribution / active EE | $509 | $2,164-76.5% | $5,432-90.6% | $2,042-75.1% |
| Participant deferral / active EE | $1,647 | $2,303-28.5% | $4,939-66.7% | $3,169-48.0% |
| Admin fee / account holder | $64 | $455-86.0% | $13,881-99.5% | $479-86.7% |