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| Provider | Service type | Compensation |
|---|---|---|
THE SIMKISS AGENCY INC5+ years Service code 53 · EIN 23-1652791 | Insurance Commissions | $75,942 |
Filed as: MASSACHUSETTS MUTUAL LIFE INSURANCE Service code 49 · EIN 04-1590850 | Other Services | $6,691 |
ALGER3 years Service code 52 · EIN 13-2665689 | Indirect Investment Fees | $0 |
ALLIANZ GLOBAL INVESTORS3 years Service code 52 · EIN 06-1349805 | Indirect Investment Fees | $0 |
AMERICAN CENTURY3 years Service code 52 · EIN 43-1646043 | Indirect Investment Fees | $0 |
AMERICAN FUNDS3 years Service code 52 · EIN 95-1411037 | Indirect Investment Fees | $0 |
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $0 |
HARRIS1 year Filed as: HARRIS S FISHMAN Service code 53 2400 E COMMERCIAL BLVD #1100 · FORT LAUDERDALE, FL 33308 | Insurance Commissions | $0 |
JANUS HENDERSON3 years Service code 52 · EIN 84-0592523 | Indirect Investment Fees | $0 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $112,408 | $58,655+91.6% | $91,994+22.2% | $65,185+72.4% |
| Participation rate | 99.4% | 75.3%+24.1pp | 78.6%+20.8pp | 70.2%+29.2pp |
| Annual return | 17.58% | 33.92%-16.3pp | 69.04%-51.5pp | 29.38%-11.8pp |
| Employer contribution / active EE | $9,453 | $2,080+354.4% | $3,453+173.8% | $2,177+334.3% |
| Participant deferral / active EE | $4,929 | $5,474-10.0% | $5,924-16.8% | $3,514+40.3% |
| Admin fee / account holder | $25 | $434-94.3% | $7,744-99.7% | $847-97.1% |