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| Provider | Service type | Compensation |
|---|---|---|
Service code 27 | Advisory (Plan) | $63,829 |
AMERICAN FUNDS2 years Service code 52 · EIN 66-0793788 | Indirect Investment Fees | $0 |
DELAWARE INVESTMENTS2 years Service code 52 · EIN 23-2869117 | Indirect Investment Fees | $0 |
FRANKLIN TEMPLETON2 years Service code 52 · EIN 13-2573775 | Indirect Investment Fees | $0 |
INVESCO2 years Service code 52 · EIN 84-0933032 | Indirect Investment Fees | $0 |
MORGAN STANLEY SMITH BARNEY2 years Filed as: JP MORGAN Service code 52 · EIN 13-3963293 | Indirect Investment Fees | $0 |
Filed as: MASSACHUSETTES MUTUAL LIFE INS. CO. Service code 52 · EIN 04-1590850 | Indirect Investment Fees | $0 |
Service code 52 | Indirect Investment Fees | $0 |
Filed as: MASSACHUSETTS MUTUAL LIFE INSURANCE Service code 52 | Indirect Investment Fees | $0 |
MFS INVESTMENT MANAGEMENT2 years Service code 52 · EIN 04-2468583 | Indirect Investment Fees | $0 |
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Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
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 | $0 | $5,399,274-100.0% | $568,132-100.0% | $317,036-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 21.0%-21.0pp | 13.0%-13.0pp |
| Annual return | 16.78% | 12.98%+3.8pp | 14.64%+2.1pp | 13.59%+3.2pp |
| Employer contribution / active EE | $6,522 | $16,363-60.1% | $41,831-84.4% | $14,592-55.3% |
| Participant deferral / active EE | $0 | $94-100.0% | $200-100.0% | $67-100.0% |
| Admin fee / account holder | $0 | $548,767-100.0% | $36,942-100.0% | $29,657-100.0% |