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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 | $14,982 |
HIGHLAND FINANCIAL, LTD3 years Service code 27 | Advisory (Plan) | $8,808 |
EPIC RETIREMENT PLAN SERVICES4+ years Filed as: RETIREMENT PLAN SOLUTIONS Service code 13 · EIN 30-0337628 PO BOX 250 · TIPTON, PA 16684 | Contract Administrator | $3,000 |
Filed as: MUTUAL OF AMERICA LIFE INSURANCE CO Service code 12 320 PARK AVENUE · NEW YORK, NY 10022 | Recordkeeping and information managem... | $196 |
ALGER2 years Service code 52 · EIN 13-2665689 | Indirect Investment Fees | $0 |
AMERICAN FUNDS2 years Service code 52 · EIN 94-6050854 | Indirect Investment Fees | $0 |
ARIEL INVESTMENTS, LLC2 years Filed as: ARIEL INVESTMENTS Service code 52 · EIN 20-5784407 | Indirect Investment Fees | $0 |
COLUMBIA2 years Service code 52 · EIN 56-0906609 | Indirect Investment Fees | $0 |
FRANKLIN TEMPLETON2 years Service code 52 · EIN 22-2894171 | Indirect Investment Fees | $0 |
HIGHLAND FINANCIAL, LTD1 year Filed as: HIGHLAND FINANCIAL LTD Service code 27 · EIN 25-1616884 | Advisory (Plan) | $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 | $14,457 | $47,977-69.9% | $154,108-90.6% | $56,289-74.3% |
| Participation rate | 78.2% | 66.2%+12.0pp | 83.0%-4.8pp | 69.9%+8.4pp |
| Annual return | -5.52% | 3.54%-9.1pp | 735.21%-740.7pp | -9.96%+4.4pp |
| Employer contribution / active EE | $540 | $2,169-75.1% | $5,298-89.8% | $2,111-74.4% |
| Participant deferral / active EE | $1,796 | $2,392-24.9% | $5,081-64.6% | $3,350-46.4% |
| Admin fee / account holder | $63 | $438-85.6% | $13,411-99.5% | $521-87.9% |