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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 | $14,702 |
HIGHLAND FINANCIAL, LTD5 years Service code 27 | Advisory (Plan) | $9,487 |
EPIC RETIREMENT PLAN SERVICES6+ years Filed as: RETIREMENT PLAN SOLUTIONS Service code 13 · EIN 30-0337628 PO BOX 250 · TIPTON, PA 16684 | Contract Administrator | $1,783 |
ALGER4 years Service code 52 · EIN 13-2665689 | Indirect Investment Fees | $0 |
AMERICAN FUNDS4 years Service code 52 · EIN 94-6050854 | Indirect Investment Fees | $0 |
ARIEL INVESTMENTS, LLC4 years Filed as: ARIEL INVESTMENTS Service code 52 · EIN 20-5784407 | Indirect Investment Fees | $0 |
COLUMBIA4 years Service code 52 · EIN 56-0906609 | Indirect Investment Fees | $0 |
FRANKLIN TEMPLETON4 years Service code 52 · EIN 22-2894171 | Indirect Investment Fees | $0 |
HIGHLAND FINANCIAL, LTD3 years Filed as: HIGHLAND FINANCIAL LTD Service code 27 · EIN 25-1616884 | Advisory (Plan) | $0 |
INVESCO1 year Service code 52 · EIN 22-3849391 | Indirect Investment Fees | $0 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $14,890 | $58,895-74.7% | $178,503-91.7% | $73,497-79.7% |
| Participation rate | 99.0% | 66.2%+32.8pp | 81.9%+17.1pp | 70.7%+28.3pp |
| Annual return | 14.40% | 24.86%-10.5pp | 151.12%-136.7pp | 28.51%-14.1pp |
| Employer contribution / active EE | $645 | $2,236-71.2% | $5,011-87.1% | $2,270-71.6% |
| Participant deferral / active EE | $1,910 | $2,567-25.6% | $5,202-63.3% | $3,740-48.9% |
| Admin fee / account holder | $48 | $400-87.9% | $13,987-99.7% | $513-90.6% |