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| Provider | Service type | Compensation |
|---|---|---|
Filed as: MASSACHUSETTS MUTUAL LIFE INSURANCE Service code 52 · EIN 04-1590850 | Indirect Investment Fees | $12,566 |
EDWARD JONES1 year Service code 27 · EIN 43-0345811 | Advisory (Plan) | $557 |
METLIFE LIFE INSURANCE COMPANY3+ years Filed as: METROPOLITAN LIFE INSURANCE COMPANY Service code 64 · EIN 13-5581829 11225 NORTH COMMUNITY HOUSE ROAD · CHARLOTTE, NC 28277 | Recordkeeping Fees | $220 |
AMERICAN FUNDS1 year Service code 52 · EIN 95-4149404 | Indirect Investment Fees | $0 |
Filed as: CARILLON FUNDS Service code 52 · EIN 59-2385219 | Indirect Investment Fees | $0 |
Service code 52 · EIN 36-3129984 | Indirect Investment Fees | $0 |
Filed as: DIMENSIONAL FUNDS Service code 52 | Indirect Investment Fees | $0 |
EATON VANCE1 year Service code 52 · EIN 04-2325690 | Indirect Investment Fees | $0 |
Filed as: ENVESTNET RETIREMENT SOLUTION, LLC Service code 28 · EIN 61-1732930 | Investment Management | $0 |
Filed as: ENVESTNET RETIREMENTSOLUTION, LLC Service code 28 | Investment Management | $0 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $23,862 | $287,456-91.7% | $170,439-86.0% | - |
| Participation rate | 99.6% | 60.6%+39.0pp | 83.6%+16.0pp | - |
| Annual return | 12.82% | 6.06%+6.8pp | 205.94%-193.1pp | - |
| Employer contribution / active EE | $562 | $2,242-74.9% | $5,433-89.7% | - |
| Participant deferral / active EE | $2,411 | $2,113+14.1% | $4,939-51.2% | - |
| Admin fee / account holder | $53 | $39,812-99.9% | $13,881-99.6% | - |