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| Provider | Service type | Compensation |
|---|---|---|
TRILOGY CAPITAL INC1 year Service code 27 · EIN 47-5581477 | Advisory (Plan) | $10,296 |
THE VANGUARD GROUP, INC.1 year Service code 15 · EIN 23-1945930 | Recordkeeping | $8,268 |
Filed as: MASSACHUSETTS MUTUAL LIFE INSURANCE Service code 64 · EIN 04-1590850 | Recordkeeping Fees | $1,920 |
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 | $28,095 | $52,967-47.0% | $172,753-83.7% | $65,186-56.9% |
| Participation rate | 81.3% | 66.2%+15.1pp | 82.6%-1.3pp | 70.2%+11.1pp |
| Annual return | 19.99% | 30.12%-10.1pp | 803.00%-783.0pp | 29.39%-9.4pp |
| Employer contribution / active EE | $1,597 | $2,190-27.1% | $5,144-68.9% | $2,177-26.6% |
| Participant deferral / active EE | $3,244 | $2,471+31.3% | $5,198-37.6% | $3,514-7.7% |
| Admin fee / account holder | $155 | $472-67.1% | $13,956-98.9% | $847-81.7% |